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Disclosery

Insight Wealth Strategies, LLC: DT position timeline

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

Insight Wealth Strategies, LLC held 0 DT shares at 2025-12-31 per its 13F-HR filed 2026-01-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -79,424 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 79,424 shares
    Change vs previous 13F +2,453 shares

    0.45% of the 13F portfolio, value $3,848,093.

    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).

  3. period ended2025-06-30
    13F 76,971 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,187,992.

    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).