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New Insight Wealth Advisors: MUB position timeline

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

New Insight Wealth Advisors held 11,731 MUB 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 11,731 shares
    Change vs previous 13F -2,416 shares

    0.37% of the 13F portfolio, value $1,262,490.

    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 14,147 shares
    Change vs previous 13F +3,747 shares

    0.54% of the 13F portfolio, value $1,501,704.

    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 10,400 shares
    Change vs previous 13F -129 shares

    0.4% of the 13F portfolio, value $1,113,944.

    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 10,529 shares
    Change vs previous 13F +3,674 shares

    0.42% of the 13F portfolio, value $1,121,233.

    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 6,855 shares
    Change vs previous 13F +4,924 shares

    0.29% of the 13F portfolio, value $716,210.

    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 1,931 shares
    Change vs previous 13F -54 shares

    0.09% of the 13F portfolio, value $203,605.

    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 1,985 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $211,502.

    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).