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New Insight Wealth Advisors: PEY position timeline

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

New Insight Wealth Advisors held 46,622 PEY 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 46,622 shares
    Change vs previous 13F +13,321 shares

    0.32% of the 13F portfolio, value $1,080,698.

    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 33,301 shares
    Change vs previous 13F -14,886 shares

    0.26% of the 13F portfolio, value $713,267.

    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 48,187 shares
    Change vs previous 13F -3,499 shares

    0.35% of the 13F portfolio, value $982,321.

    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 51,686 shares
    Change vs previous 13F -88,932 shares

    0.41% of the 13F portfolio, value $1,088,864.

    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 140,618 shares
    Change vs previous 13F -29,571 shares

    1.18% of the 13F portfolio, value $2,870,014.

    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 170,189 shares
    Change vs previous 13F -5,740 shares

    1.66% of the 13F portfolio, value $3,653,956.

    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 175,929 shares
    Change vs previous 13F -17,114 shares

    1.87% of the 13F portfolio, value $3,740,253.

    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 193,043 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,233,442.

    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).