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New Insight Wealth Advisors: NVDA position timeline

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

New Insight Wealth Advisors held 18,393 NVDA 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 18,393 shares
    Change vs previous 13F +1,019 shares

    1.09% of the 13F portfolio, value $3,680,232.

    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 17,374 shares
    Change vs previous 13F +164 shares

    1.09% of the 13F portfolio, value $3,030,087.

    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 17,210 shares
    Change vs previous 13F +691 shares

    1.15% of the 13F portfolio, value $3,209,730.

    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 16,519 shares
    Change vs previous 13F -412 shares

    1.16% of the 13F portfolio, value $3,082,159.

    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 16,931 shares
    Change vs previous 13F -1,737 shares

    1.1% of the 13F portfolio, value $2,674,961.

    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 18,668 shares
    Change vs previous 13F +2,187 shares

    0.92% of the 13F portfolio, value $2,023,255.

    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 16,481 shares
    Change vs previous 13F -288 shares

    1.11% of the 13F portfolio, value $2,213,255.

    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 16,769 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,036,437.

    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).