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New Insight Wealth Advisors: XSMO position timeline

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

New Insight Wealth Advisors held 30,300 XSMO 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 30,300 shares
    Change vs previous 13F +2,404 shares

    0.84% of the 13F portfolio, value $2,836,989.

    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 27,896 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $2,120,654.

    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 27,896 shares
    Change vs previous 13F -39 shares

    0.72% of the 13F portfolio, value $2,008,791.

    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 27,935 shares
    Change vs previous 13F +123 shares

    0.77% of the 13F portfolio, value $2,055,178.

    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 27,812 shares
    Change vs previous 13F -218 shares

    0.78% of the 13F portfolio, value $1,891,772.

    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 28,030 shares
    Change vs previous 13F +9,319 shares

    0.8% of the 13F portfolio, value $1,758,883.

    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 18,711 shares
    Change vs previous 13F +14,409 shares

    0.62% of the 13F portfolio, value $1,236,962.

    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 4,302 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $284,769.

    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).