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New Insight Wealth Advisors: SHY position timeline

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

New Insight Wealth Advisors held 12,786 SHY 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 12,786 shares
    Change vs previous 13F -5,613 shares

    0.31% of the 13F portfolio, value $1,049,858.

    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 18,399 shares
    Change vs previous 13F -9,828 shares

    0.54% of the 13F portfolio, value $1,519,205.

    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 28,227 shares
    Change vs previous 13F -6,705 shares

    0.84% of the 13F portfolio, value $2,337,760.

    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 34,932 shares
    Change vs previous 13F -1,112 shares

    1.09% of the 13F portfolio, value $2,897,959.

    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 36,044 shares
    Change vs previous 13F +2,699 shares

    1.23% of the 13F portfolio, value $2,986,606.

    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 33,345 shares
    Change vs previous 13F +2,560 shares

    1.25% of the 13F portfolio, value $2,758,632.

    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 30,785 shares
    Change vs previous 13F +2,820 shares

    1.26% of the 13F portfolio, value $2,523,754.

    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 27,965 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,325,290.

    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).