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New Insight Wealth Advisors: VGT position timeline

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

New Insight Wealth Advisors held 122,345 VGT 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 122,345 shares
    Change vs previous 13F +107,045 shares

    4.31% of the 13F portfolio, value $14,622,726.

    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 15,300 shares
    Change vs previous 13F -7 shares

    3.83% of the 13F portfolio, value $10,675,212.

    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 15,307 shares
    Change vs previous 13F +674 shares

    4.12% of the 13F portfolio, value $11,537,852.

    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 14,633 shares
    Change vs previous 13F -105 shares

    4.11% of the 13F portfolio, value $10,925,186.

    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 14,738 shares
    Change vs previous 13F -320 shares

    4.02% of the 13F portfolio, value $9,775,467.

    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 15,058 shares
    Change vs previous 13F +2,007 shares

    3.71% of the 13F portfolio, value $8,167,062.

    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 13,051 shares
    Change vs previous 13F +652 shares

    4.06% of the 13F portfolio, value $8,115,177.

    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 12,399 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $7,272,178.

    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).