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New Insight Wealth Advisors: VYM position timeline

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

New Insight Wealth Advisors held 10,782 VYM 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 10,782 shares
    Change vs previous 13F -1,179 shares

    0.5% of the 13F portfolio, value $1,703,865.

    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 11,961 shares
    Change vs previous 13F -909 shares

    0.64% of the 13F portfolio, value $1,771,388.

    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 12,870 shares
    Change vs previous 13F -942 shares

    0.66% of the 13F portfolio, value $1,847,048.

    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 13,812 shares
    Change vs previous 13F -1,356 shares

    0.73% of the 13F portfolio, value $1,946,867.

    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 15,168 shares
    Change vs previous 13F -370 shares

    0.83% of the 13F portfolio, value $2,022,090.

    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 15,538 shares
    Change vs previous 13F +643 shares

    0.91% of the 13F portfolio, value $2,003,803.

    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 14,895 shares
    Change vs previous 13F +447 shares

    0.95% of the 13F portfolio, value $1,900,456.

    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 14,448 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,852,215.

    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).