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New Insight Wealth Advisors: UA position timeline

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

New Insight Wealth Advisors held 17,409 UA 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 17,409 shares
    Change vs previous 13F -6,448 shares

    0.03% of the 13F portfolio, value $108,284.

    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 23,857 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $138,132.

    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 23,857 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $114,514.

    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 23,857 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $115,229.

    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 23,857 shares
    Change vs previous 13F +13,409 shares

    0.06% of the 13F portfolio, value $154,832.

    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 10,448 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $62,166.

    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 10,448 shares
    Change vs previous 13F -1,300 shares

    0.04% of the 13F portfolio, value $77,942.

    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 11,748 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $98,213.

    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).