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Insight Wealth Strategies, LLC: BAH position timeline

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

Insight Wealth Strategies, LLC held 0 BAH shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -49,937 shares

    13F-HR 0001749914-26-000004 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).

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

  2. period ended2025-12-31
    13F 49,937 shares
    Change vs previous 13F +1,577 shares

    0.48% of the 13F portfolio, value $4,212,685.

    13F-HR 0001749914-26-000001 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).

  3. period ended2025-09-30
    13F 48,360 shares
    Change vs previous 13F +9,544 shares

    0.57% of the 13F portfolio, value $4,833,561.

    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).

  4. period ended2025-06-30
    13F 38,816 shares
    Change vs previous 13F +10,346 shares

    0.53% of the 13F portfolio, value $4,165,306.

    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).

  5. period ended2025-03-31
    13F 28,470 shares
    Change vs previous 13F +1,567 shares

    0.4% of the 13F portfolio, value $2,977,379.

    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).

  6. period ended2024-12-31
    13F 26,903 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,462,392.

    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).