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Insight Wealth Strategies, LLC: DWMF position timeline

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

Insight Wealth Strategies, LLC held 10,258 DWMF 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 10,258 shares
    Change vs previous 13F +544 shares

    0.03% of the 13F portfolio, value $340,431.

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

  2. period ended2026-06-30
    13F 9,714 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $327,536.

    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 9,244 shares
    Change vs previous 13F +1,209 shares

    0.03% of the 13F portfolio, value $311,414.

    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 8,035 shares
    Change vs previous 13F +430 shares

    0.03% of the 13F portfolio, value $261,486.

    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 7,605 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $242,548.

    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 7,561 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $237,798.

    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).