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New Insight Wealth Advisors: XMHQ position timeline

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

New Insight Wealth Advisors held 34,786 XMHQ 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 34,786 shares
    Change vs previous 13F +6,109 shares

    1.16% of the 13F portfolio, value $3,926,644.

    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 28,677 shares
    Change vs previous 13F -80 shares

    1.06% of the 13F portfolio, value $2,964,341.

    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 28,757 shares
    Change vs previous 13F +2,965 shares

    1.05% of the 13F portfolio, value $2,945,292.

    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 25,792 shares
    Change vs previous 13F +2,447 shares

    1.02% of the 13F portfolio, value $2,707,128.

    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 23,345 shares
    Change vs previous 13F +495 shares

    0.94% of the 13F portfolio, value $2,293,413.

    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 22,850 shares
    Change vs previous 13F +9,022 shares

    0.95% of the 13F portfolio, value $2,091,461.

    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 13,828 shares
    Change vs previous 13F +7,813 shares

    0.68% of the 13F portfolio, value $1,361,674.

    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 6,015 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $617,033.

    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).