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Insight Wealth Strategies, LLC: BKGI position timeline

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

Insight Wealth Strategies, LLC held 18,200 BKGI 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 18,200 shares
    Change vs previous 13F -14,961 shares

    0.08% of the 13F portfolio, value $763,107.

    13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,161 shares
    Change vs previous 13F -231,648 shares

    0.14% of the 13F portfolio, value $1,458,407.

    13F-HR 0001749914-26-000005 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 ended2026-03-31
    13F 264,809 shares
    Change vs previous 13F +1,415 shares

    1.32% of the 13F portfolio, value $11,794,612.

    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).

  4. period ended2025-12-31
    13F 263,394 shares
    Change vs previous 13F +13,579 shares

    1.22% of the 13F portfolio, value $10,625,301.

    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).

  5. period ended2025-09-30
    13F 249,815 shares
    Change vs previous 13F +11,661 shares

    1.15% of the 13F portfolio, value $9,726,556.

    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).

  6. period ended2025-06-30
    13F 238,154 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $9,235,612.

    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).