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New Insight Wealth Advisors: IXN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Insight Wealth Advisors on IXN, newest first. How the timeline and the estimate are built.

New Insight Wealth Advisors held 88,111 IXN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,111 shares
    Change vs previous 13F -587 shares

    3.75% of the 13F portfolio, value $12,730,234.

    13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,698 shares
    Change vs previous 13F -300 shares

    3.18% of the 13F portfolio, value $8,867,161.

    13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,998 shares
    Change vs previous 13F +2,756 shares

    3.34% of the 13F portfolio, value $9,344,813.

    13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 86,242 shares
    Change vs previous 13F -824 shares

    3.35% of the 13F portfolio, value $8,901,086.

    13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 87,066 shares
    Change vs previous 13F -1,479 shares

    3.31% of the 13F portfolio, value $8,039,718.

    13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 88,545 shares
    Change vs previous 13F +9,786 shares

    3.05% of the 13F portfolio, value $6,706,381.

    13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,759 shares
    Change vs previous 13F +6,927 shares

    3.34% of the 13F portfolio, value $6,674,801.

    13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 71,832 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $5,928,326.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).