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New Insight Wealth Advisors: MINV position timeline

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

New Insight Wealth Advisors held 69,282 MINV 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 69,282 shares
    Change vs previous 13F +26,818 shares

    1.18% of the 13F portfolio, value $4,007,292.

    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 42,464 shares
    Change vs previous 13F +439 shares

    0.58% of the 13F portfolio, value $1,615,382.

    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 42,025 shares
    Change vs previous 13F -672 shares

    0.53% of the 13F portfolio, value $1,483,693.

    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 42,697 shares
    Change vs previous 13F -1,107 shares

    0.6% of the 13F portfolio, value $1,585,024.

    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 43,804 shares
    Change vs previous 13F -397 shares

    0.56% of the 13F portfolio, value $1,367,776.

    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 44,201 shares
    Change vs previous 13F +153 shares

    0.56% of the 13F portfolio, value $1,236,744.

    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 44,048 shares
    Change vs previous 13F -2,617 shares

    0.6% of the 13F portfolio, value $1,206,880.

    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 46,665 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,329,448.

    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).