New Insight Wealth Advisors
CIK
0002022328
City
San Ramon
State / Country
CA
Holdings in NAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $824,160 | 69,785 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $474,202 | 41,235 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $459,477 | 41,135 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $673,388 | 59,910 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $521,146 | 46,160 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $214,614 | 18,050 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $208,116 | 18,050 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $198,911 | 18,050 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $205,719 | 18,550 | Shares | Sole | 2024-05-08 |