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New Insight Wealth Advisors: VIG position timeline

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

New Insight Wealth Advisors held 19,806 VIG 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 19,806 shares
    Change vs previous 13F -2,957 shares

    1.38% of the 13F portfolio, value $4,686,496.

    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 22,763 shares
    Change vs previous 13F -837 shares

    1.76% of the 13F portfolio, value $4,895,411.

    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 23,600 shares
    Change vs previous 13F -223 shares

    1.85% of the 13F portfolio, value $5,186,808.

    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 23,823 shares
    Change vs previous 13F -1,514 shares

    1.93% of the 13F portfolio, value $5,140,765.

    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 25,337 shares
    Change vs previous 13F +619 shares

    2.13% of the 13F portfolio, value $5,185,724.

    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 24,718 shares
    Change vs previous 13F +1,245 shares

    2.18% of the 13F portfolio, value $4,795,045.

    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 23,473 shares
    Change vs previous 13F +1,834 shares

    2.3% of the 13F portfolio, value $4,596,718.

    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 21,639 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $4,285,820.

    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).