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New Insight Wealth Advisors: IYK position timeline

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

New Insight Wealth Advisors held 7,270 IYK 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 7,270 shares
    Change vs previous 13F -1,875 shares

    0.16% of the 13F portfolio, value $528,238.

    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 9,145 shares
    Change vs previous 13F -895 shares

    0.23% of the 13F portfolio, value $640,424.

    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 10,040 shares
    Change vs previous 13F -457 shares

    0.24% of the 13F portfolio, value $671,877.

    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 10,497 shares
    Change vs previous 13F -250 shares

    0.27% of the 13F portfolio, value $717,890.

    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 10,747 shares
    Change vs previous 13F +138 shares

    0.31% of the 13F portfolio, value $757,449.

    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 10,609 shares
    Change vs previous 13F +1,766 shares

    0.34% of the 13F portfolio, value $759,286.

    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 8,843 shares
    Change vs previous 13F +1,108 shares

    0.29% of the 13F portfolio, value $580,012.

    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 7,735 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $545,859.

    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).