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Insight Wealth Strategies, LLC: AMT position timeline

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

Insight Wealth Strategies, LLC held 0 AMT shares at 2025-09-30 per its 13F-HR filed 2025-10-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,664 shares

    13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 10,664 shares
    Change vs previous 13F -589 shares

    0.3% of the 13F portfolio, value $2,393,809.

    13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,253 shares
    Change vs previous 13F +202 shares

    0.33% of the 13F portfolio, value $2,448,750.

    13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 11,051 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,026,914.

    13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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