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Insight Wealth Strategies, LLC: CAH position timeline

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

Insight Wealth Strategies, LLC held 15,258 CAH 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 15,258 shares
    Change vs previous 13F +185 shares

    0.34% of the 13F portfolio, value $3,394,806.

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

  2. period ended2026-06-30
    13F 15,073 shares
    Change vs previous 13F +1,024 shares

    0.35% of the 13F portfolio, value $3,583,182.

    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 14,049 shares
    Change vs previous 13F -2,263 shares

    0.33% of the 13F portfolio, value $2,968,667.

    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 16,312 shares
    Change vs previous 13F +16 shares

    0.38% of the 13F portfolio, value $3,352,196.

    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 16,296 shares
    Change vs previous 13F +376 shares

    0.3% of the 13F portfolio, value $2,557,822.

    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 15,920 shares
    Change vs previous 13F -3,607 shares

    0.33% of the 13F portfolio, value $2,617,300.

    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).

  7. period ended2025-03-31
    13F 19,527 shares
    Change vs previous 13F -269 shares

    0.36% of the 13F portfolio, value $2,690,257.

    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).

  8. period ended2024-12-31
    13F 19,796 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,341,241.

    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).