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New Insight Wealth Advisors: VIOO position timeline

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

New Insight Wealth Advisors held 69,874 VIOO 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 69,874 shares
    Change vs previous 13F -7,034 shares

    2.83% of the 13F portfolio, value $9,610,442.

    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 76,908 shares
    Change vs previous 13F -9,824 shares

    3.17% of the 13F portfolio, value $8,831,324.

    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 86,732 shares
    Change vs previous 13F -8,826 shares

    3.44% of the 13F portfolio, value $9,623,761.

    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 95,558 shares
    Change vs previous 13F -10,651 shares

    3.97% of the 13F portfolio, value $10,556,263.

    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 106,209 shares
    Change vs previous 13F -7,082 shares

    4.42% of the 13F portfolio, value $10,751,493.

    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 113,291 shares
    Change vs previous 13F +2,812 shares

    4.96% of the 13F portfolio, value $10,933,672.

    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 110,479 shares
    Change vs previous 13F -3,927 shares

    5.87% of the 13F portfolio, value $11,715,202.

    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 114,406 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $12,376,493.

    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).