New Insight Wealth Advisors DIAL — COLUMBIA ETF TR I

Ownership history in New Insight Wealth Advisors  ·  9 quarters on record

AI Ownership Summary

New Insight Wealth Advisors reported COLUMBIA ETF TR I (DIAL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.87% in 2024 Q1. The latest visible filing shows DIAL at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Insight Wealth Advisors's position in COLUMBIA ETF TR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIAL was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIAL stock page New Insight Wealth Advisors fund profile New Insight Wealth Advisors full holdings
How New Insight Wealth Advisors held DIAL — position size vs. price
% of Fund (quarterly)    DIAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 85,043 +6,554 +8.4% 0.55% $1.5M 2026-05-08 $18.25
2025 Q4 ADDED — — — 78,489 +47,987 +157.3% 0.51% $1.4M 2026-02-17 $18.32
2025 Q3 ADDED — — — 30,502 +1,568 +5.4% 0.21% $563K 2025-10-29 $17.99
2025 Q2 REDUCED 24.1% +2.8% ❌ 28,934 -9,203 -24.1% 0.22% $527K 2025-07-16 $17.26
2025 Q1 REDUCED 27.7% +3.1% ❌ 38,137 -14,601 -27.7% 0.31% $682K 2025-04-30 $17.00
2024 Q4 REDUCED 27.8% +2.7% ❌ 52,738 -20,263 -27.8% 0.46% $924K 2025-02-07 $16.65
2024 Q3 REDUCED 50.0% -3.5% ✅ 73,001 -73,003 -50.0% 0.71% $1.3M 2024-11-13 $16.53
2024 Q2 REDUCED 5.2% +5.9% ❌ 146,004 -7,962 -5.2% 1.52% $2.6M 2024-08-15 $16.66
2024 Q1 INITIATED — — — 153,966 — — 1.87% $2.8M 2024-05-08 $15.90

🏢 Other funds also holding DIAL

As of 2026 Q1 — sorted by position size

Hobart Private Capital, LLC 3Y 1.35% Convergence Financial, LLC 1.28% BankPlus Wealth Management LLC 0.71% Millington Financial Advisors, LLC 3Y 0.53% Acorn Wealth Advisors, LLC 3Y 7Y 0.23% 5T Wealth, LLC 0.08% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 0.06% Walkner Condon Financial Advisors LLC 3Y 0.05% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 0.05% FIRST FOUNDATION ADVISORS 3Y 7Y 0.04%

FAQ About New Insight Wealth Advisors and DIAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Insight Wealth Advisors reported owning DIAL?

New Insight Wealth Advisors reported DIAL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DIAL position in New Insight Wealth Advisors's portfolio?

The largest reported portfolio weight for DIAL was 1.87% in 2024 Q1.

What is the latest reported DIAL position on this page?

The most recent filing on this page is 2026 Q1, when New Insight Wealth Advisors reported 85,043 shares, equal to 0.55% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DIAL ownership page compare?

The chart compares New Insight Wealth Advisors's quarterly DIAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New Insight Wealth Advisors time their DIAL position?

Based on 13F filing dates vs. subsequent DIAL price moves, New Insight Wealth Advisors correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on DIAL relative to SPY over the holding period was -11.4%.

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