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New Insight Wealth Advisors: WPC position timeline

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

New Insight Wealth Advisors held 18,054 WPC 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 18,054 shares
    Change vs previous 13F -3,813 shares

    0.38% of the 13F portfolio, value $1,290,889.

    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 21,867 shares
    Change vs previous 13F -3,723 shares

    0.53% of the 13F portfolio, value $1,486,109.

    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 25,590 shares
    Change vs previous 13F -4,172 shares

    0.59% of the 13F portfolio, value $1,646,998.

    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 29,762 shares
    Change vs previous 13F -8,533 shares

    0.76% of the 13F portfolio, value $2,011,047.

    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 38,295 shares
    Change vs previous 13F -1,455 shares

    0.98% of the 13F portfolio, value $2,388,858.

    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 39,750 shares
    Change vs previous 13F -10,268 shares

    1.14% of the 13F portfolio, value $2,508,596.

    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 50,018 shares
    Change vs previous 13F -3,468 shares

    1.36% of the 13F portfolio, value $2,724,996.

    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 53,486 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,332,159.

    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).