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Insight Wealth Strategies, LLC: DOCN position timeline

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

Insight Wealth Strategies, LLC held 3,280 DOCN 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 3,280 shares
    Change vs previous 13F -60,602 shares

    0.04% of the 13F portfolio, value $437,519.

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

  2. period ended2026-06-30
    13F 63,882 shares
    Change vs previous 13F -29,127 shares

    0.9% of the 13F portfolio, value $9,236,060.

    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 93,009 shares
    Change vs previous 13F -2,745 shares

    0.89% of the 13F portfolio, value $7,978,312.

    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 95,754 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,607,682.

    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).