New Insight Wealth Advisors: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Insight Wealth Advisors on VB, newest first. How the timeline and the estimate are built.
New Insight Wealth Advisors held 1,662 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,662 sharesChange vs previous 13F +83 shares
0.15% of the 13F portfolio, value $503,785.
13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,579 sharesChange vs previous 13F -65 shares
0.15% of the 13F portfolio, value $413,572.
13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,644 sharesChange vs previous 13F -54 shares
0.15% of the 13F portfolio, value $424,070.
13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,698 sharesChange vs previous 13F +261 shares
0.16% of the 13F portfolio, value $431,767.
13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,437 sharesChange vs previous 13F -694 shares
0.14% of the 13F portfolio, value $340,540.
13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,131 sharesChange vs previous 13F +927 shares
0.21% of the 13F portfolio, value $472,549.
13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,204 sharesChange vs previous 13F +118 shares
0.14% of the 13F portfolio, value $289,297.
13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,086 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $257,610.
13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).