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Insight Wealth Strategies, LLC: DSI position timeline

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

Insight Wealth Strategies, LLC held 1,986 DSI 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 1,986 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $290,339.

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

  2. period ended2026-06-30
    13F 1,986 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $282,162.

    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 1,965 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $238,192.

    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 1,952 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $251,429.

    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 1,963 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $247,179.

    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 2,022 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $234,469.

    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 1,997 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $204,543.

    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 2,018 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,507.

    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).