Insight Wealth Strategies, LLC: AAPL position timeline

Insight Wealth Strategies, LLC held 47,432 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 47,432 shares

   Change vs previous 13F +114 shares

   1.56% of the 13F portfolio, value $15,795,858.

   13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
   Accepted 2026-10-09 16:28:33 UTC, ingested 2026-10-09 16:30:04 UTC

2. period ended2026-06-30

   13F 47,318 shares

   Change vs previous 13F +1,690 shares

   1.36% of the 13F portfolio, value $13,929,411.

   13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 45,628 shares

   Change vs previous 13F +27 shares

   1.29% of the 13F portfolio, value $11,580,027.

   13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 45,601 shares

   Change vs previous 13F -961 shares

   1.42% of the 13F portfolio, value $12,397,079.

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 46,562 shares

   Change vs previous 13F +8,616 shares

   1.4% of the 13F portfolio, value $11,855,973.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 37,946 shares

   Change vs previous 13F +936 shares

   1% of the 13F portfolio, value $7,885,974.

   13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 37,010 shares

   Change vs previous 13F -981 shares

   1.11% of the 13F portfolio, value $8,221,025.

   13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 37,991 shares

   Change vs previous 13F not available

   1.28% of the 13F portfolio, value $9,513,641.

   13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).