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New Insight Wealth Advisors: SPYM position timeline

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

New Insight Wealth Advisors held 45,219 SPYM 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 45,219 shares
    Change vs previous 13F +1,887 shares

    1.17% of the 13F portfolio, value $3,973,843.

    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 43,332 shares
    Change vs previous 13F +1,197 shares

    1.19% of the 13F portfolio, value $3,316,610.

    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 42,135 shares
    Change vs previous 13F +5,295 shares

    1.21% of the 13F portfolio, value $3,380,040.

    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 36,840 shares
    Change vs previous 13F +12,870 shares

    1.09% of the 13F portfolio, value $2,886,075.

    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 23,970 shares
    Change vs previous 13F +946 shares

    0.72% of the 13F portfolio, value $1,742,392.

    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 23,024 shares
    Change vs previous 13F +8,489 shares

    0.69% of the 13F portfolio, value $1,514,058.

    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 14,535 shares
    Change vs previous 13F +1,719 shares

    0.5% of the 13F portfolio, value $1,002,039.

    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 12,816 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $865,227.

    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).