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New Insight Wealth Advisors: VIGI position timeline

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

New Insight Wealth Advisors held 22,444 VIGI 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 22,444 shares
    Change vs previous 13F -5,154 shares

    0.62% of the 13F portfolio, value $2,095,821.

    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 27,598 shares
    Change vs previous 13F -7,060 shares

    0.88% of the 13F portfolio, value $2,441,319.

    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 34,658 shares
    Change vs previous 13F -13,858 shares

    1.13% of the 13F portfolio, value $3,169,474.

    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 48,516 shares
    Change vs previous 13F -7,517 shares

    1.63% of the 13F portfolio, value $4,345,578.

    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 56,033 shares
    Change vs previous 13F -1,158 shares

    2.08% of the 13F portfolio, value $5,049,687.

    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 57,191 shares
    Change vs previous 13F -19,819 shares

    2.15% of the 13F portfolio, value $4,743,433.

    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 77,010 shares
    Change vs previous 13F -7,113 shares

    3.09% of the 13F portfolio, value $6,160,062.

    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 84,123 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $7,426,346.

    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).