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New Insight Wealth Advisors: KMID position timeline

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

New Insight Wealth Advisors held 175,559 KMID 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 175,559 shares
    Change vs previous 13F -64,928 shares

    1.3% of the 13F portfolio, value $4,404,038.

    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 240,487 shares
    Change vs previous 13F -1,207 shares

    2.06% of the 13F portfolio, value $5,733,215.

    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 241,694 shares
    Change vs previous 13F +3,957 shares

    2.1% of the 13F portfolio, value $5,892,505.

    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 237,737 shares
    Change vs previous 13F +10,593 shares

    2.21% of the 13F portfolio, value $5,864,974.

    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 227,144 shares
    Change vs previous 13F +70,812 shares

    2.34% of the 13F portfolio, value $5,695,070.

    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 156,332 shares
    Change vs previous 13F +89,743 shares

    1.68% of the 13F portfolio, value $3,708,197.

    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 66,589 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,619,447.

    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).