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New Insight Wealth Advisors: SMH position timeline

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

New Insight Wealth Advisors held 6,166 SMH 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 6,166 shares
    Change vs previous 13F +1,312 shares

    1.19% of the 13F portfolio, value $4,044,218.

    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 4,854 shares
    Change vs previous 13F -20 shares

    0.67% of the 13F portfolio, value $1,861,024.

    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 4,874 shares
    Change vs previous 13F -233 shares

    0.63% of the 13F portfolio, value $1,755,274.

    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 5,107 shares
    Change vs previous 13F -294 shares

    0.63% of the 13F portfolio, value $1,666,721.

    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 5,401 shares
    Change vs previous 13F -1,558 shares

    0.62% of the 13F portfolio, value $1,506,231.

    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 6,959 shares
    Change vs previous 13F +554 shares

    0.67% of the 13F portfolio, value $1,471,556.

    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 6,405 shares
    Change vs previous 13F -378 shares

    0.78% of the 13F portfolio, value $1,551,111.

    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 6,783 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,664,887.

    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).