Skip to content
Disclosery

Insight Wealth Strategies, LLC: EFAV position timeline

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

Insight Wealth Strategies, LLC held 4,180 EFAV 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 4,180 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $380,909.

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

  2. period ended2026-06-30
    13F 4,180 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $364,606.

    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 4,137 shares
    Change vs previous 13F -1,629 shares

    0.04% of the 13F portfolio, value $377,975.

    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 5,766 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $497,296.

    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 5,737 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $486,671.

    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 5,737 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $483,974.

    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 5,695 shares
    Change vs previous 13F -362 shares

    0.06% of the 13F portfolio, value $443,724.

    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 6,057 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $428,264.

    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).