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New Insight Wealth Advisors: SPHY position timeline

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

New Insight Wealth Advisors held 29,820 SPHY 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 29,820 shares
    Change vs previous 13F -4,965 shares

    0.21% of the 13F portfolio, value $698,981.

    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 34,785 shares
    Change vs previous 13F -1,110 shares

    0.29% of the 13F portfolio, value $811,186.

    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 35,895 shares
    Change vs previous 13F +500 shares

    0.3% of the 13F portfolio, value $849,635.

    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 35,395 shares
    Change vs previous 13F -6,370 shares

    0.32% of the 13F portfolio, value $847,356.

    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 41,765 shares
    Change vs previous 13F -4,513 shares

    0.41% of the 13F portfolio, value $994,007.

    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 46,278 shares
    Change vs previous 13F +4,324 shares

    0.49% of the 13F portfolio, value $1,083,831.

    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 41,954 shares
    Change vs previous 13F +4,464 shares

    0.49% of the 13F portfolio, value $984,660.

    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 37,490 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $901,635.

    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).