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New Insight Wealth Advisors: SPG position timeline

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

New Insight Wealth Advisors held 16,025 SPG 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 16,025 shares
    Change vs previous 13F -1,743 shares

    1.06% of the 13F portfolio, value $3,584,071.

    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 17,768 shares
    Change vs previous 13F -1,755 shares

    1.19% of the 13F portfolio, value $3,314,314.

    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 19,523 shares
    Change vs previous 13F -3,732 shares

    1.29% of the 13F portfolio, value $3,613,856.

    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 23,255 shares
    Change vs previous 13F -6,303 shares

    1.64% of the 13F portfolio, value $4,364,206.

    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 29,558 shares
    Change vs previous 13F -3,992 shares

    1.96% of the 13F portfolio, value $4,751,820.

    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 33,550 shares
    Change vs previous 13F +76 shares

    2.53% of the 13F portfolio, value $5,571,981.

    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 33,474 shares
    Change vs previous 13F -3,461 shares

    2.89% of the 13F portfolio, value $5,764,539.

    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 36,935 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $6,242,724.

    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).