Insight Wealth Strategies, LLC: CDX position timeline

Insight Wealth Strategies, LLC held 566,973 CDX 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 566,973 shares

   Change vs previous 13F -197,355 shares

   1.13% of the 13F portfolio, value $11,435,855.

   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 764,328 shares

   Change vs previous 13F +84,230 shares

   1.56% of the 13F portfolio, value $16,012,682.

   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 680,098 shares

   Change vs previous 13F +32,866 shares

   1.62% of the 13F portfolio, value $14,513,291.

   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 647,232 shares

   Change vs previous 13F +132,380 shares

   1.65% of the 13F portfolio, value $14,413,854.

   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 514,852 shares

   Change vs previous 13F not available

   1.39% of the 13F portfolio, value $11,795,267.

   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).