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New Insight Wealth Advisors: O position timeline

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

New Insight Wealth Advisors held 35,602 O 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 35,602 shares
    Change vs previous 13F +1,046 shares

    0.65% of the 13F portfolio, value $2,205,910.

    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 34,556 shares
    Change vs previous 13F +2,849 shares

    0.76% of the 13F portfolio, value $2,114,136.

    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 31,707 shares
    Change vs previous 13F +11,583 shares

    0.64% of the 13F portfolio, value $1,787,324.

    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 20,124 shares
    Change vs previous 13F +5,735 shares

    0.46% of the 13F portfolio, value $1,223,338.

    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 14,389 shares
    Change vs previous 13F +5,415 shares

    0.34% of the 13F portfolio, value $828,950.

    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 8,974 shares
    Change vs previous 13F +2,153 shares

    0.24% of the 13F portfolio, value $520,582.

    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 6,821 shares
    Change vs previous 13F -203 shares

    0.18% of the 13F portfolio, value $364,310.

    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 7,024 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $445,462.

    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).