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Insight Wealth Strategies, LLC: CNC position timeline

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

Insight Wealth Strategies, LLC held 98,531 CNC 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 98,531 shares
    Change vs previous 13F +128 shares

    0.61% of the 13F portfolio, value $6,120,746.

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

  2. period ended2026-06-30
    13F 98,403 shares
    Change vs previous 13F -23,735 shares

    0.66% of the 13F portfolio, value $6,725,845.

    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 122,138 shares
    Change vs previous 13F +579 shares

    0.45% of the 13F portfolio, value $3,998,798.

    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 121,559 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,002,153.

    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).