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Insight Wealth Strategies, LLC: CTA position timeline

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

Insight Wealth Strategies, LLC held 19,732 CTA 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 19,732 shares
    Change vs previous 13F +304 shares

    0.06% of the 13F portfolio, value $569,084.

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

  2. period ended2026-06-30
    13F 19,428 shares
    Change vs previous 13F -257 shares

    0.05% of the 13F portfolio, value $500,668.

    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 19,685 shares
    Change vs previous 13F -18,611 shares

    0.07% of the 13F portfolio, value $594,879.

    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 38,296 shares
    Change vs previous 13F +7,693 shares

    0.12% of the 13F portfolio, value $1,043,940.

    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 30,603 shares
    Change vs previous 13F +17,504 shares

    0.1% of the 13F portfolio, value $855,964.

    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 13,099 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $350,541.

    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).