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New Insight Wealth Advisors: RWJ position timeline

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

New Insight Wealth Advisors held 7,230 RWJ 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 7,230 shares
    Change vs previous 13F -337 shares

    0.13% of the 13F portfolio, value $430,185.

    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 7,567 shares
    Change vs previous 13F -2,048 shares

    0.14% of the 13F portfolio, value $381,982.

    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 9,615 shares
    Change vs previous 13F -428 shares

    0.17% of the 13F portfolio, value $468,443.

    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 10,043 shares
    Change vs previous 13F -1,643 shares

    0.18% of the 13F portfolio, value $485,077.

    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 11,686 shares
    Change vs previous 13F -2,022 shares

    0.21% of the 13F portfolio, value $505,887.

    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 13,708 shares
    Change vs previous 13F -1,425 shares

    0.25% of the 13F portfolio, value $557,916.

    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 15,133 shares
    Change vs previous 13F +7,261 shares

    0.35% of the 13F portfolio, value $692,486.

    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 7,872 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $359,829.

    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).