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New Insight Wealth Advisors: USMV position timeline

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

New Insight Wealth Advisors held 15,421 USMV 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 15,421 shares
    Change vs previous 13F -136 shares

    0.44% of the 13F portfolio, value $1,487,510.

    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 15,557 shares
    Change vs previous 13F -500 shares

    0.52% of the 13F portfolio, value $1,442,756.

    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 16,057 shares
    Change vs previous 13F +2,157 shares

    0.54% of the 13F portfolio, value $1,511,927.

    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 13,900 shares
    Change vs previous 13F -313 shares

    0.5% of the 13F portfolio, value $1,322,446.

    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 14,213 shares
    Change vs previous 13F -107 shares

    0.55% of the 13F portfolio, value $1,334,174.

    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 14,320 shares
    Change vs previous 13F -210 shares

    0.61% of the 13F portfolio, value $1,341,211.

    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 14,530 shares
    Change vs previous 13F +250 shares

    0.65% of the 13F portfolio, value $1,290,119.

    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 14,280 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,303,907.

    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).