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Insight Wealth Strategies, LLC: FDN position timeline

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

Insight Wealth Strategies, LLC held 0 FDN shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,034 shares

    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).

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

  2. period ended2025-12-31
    13F 1,034 shares
    Change vs previous 13F -377 shares

    0.03% of the 13F portfolio, value $278,332.

    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).

  3. period ended2025-09-30
    13F 1,411 shares
    Change vs previous 13F -44,316 shares

    0.05% of the 13F portfolio, value $394,854.

    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).

  4. period ended2025-06-30
    13F 45,727 shares
    Change vs previous 13F +8,190 shares

    1.54% of the 13F portfolio, value $12,157,437.

    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).

  5. period ended2025-03-31
    13F 37,537 shares
    Change vs previous 13F +2,803 shares

    1.12% of the 13F portfolio, value $8,338,845.

    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).

  6. period ended2024-12-31
    13F 34,734 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $8,446,267.

    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).