Skip to content
Disclosery

Insight Wealth Strategies, LLC: FIX position timeline

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

Insight Wealth Strategies, LLC held 4,074 FIX 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 4,074 shares
    Change vs previous 13F -562 shares

    0.67% of the 13F portfolio, value $6,738,498.

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

  2. period ended2026-06-30
    13F 4,636 shares
    Change vs previous 13F -801 shares

    0.84% of the 13F portfolio, value $8,646,988.

    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 5,437 shares
    Change vs previous 13F -185 shares

    0.84% of the 13F portfolio, value $7,497,032.

    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 5,622 shares
    Change vs previous 13F -2,166 shares

    0.6% of the 13F portfolio, value $5,246,669.

    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 7,788 shares
    Change vs previous 13F -130 shares

    0.76% of the 13F portfolio, value $6,426,326.

    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 7,918 shares
    Change vs previous 13F +86 shares

    0.52% of the 13F portfolio, value $4,130,702.

    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 7,832 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,524,469.

    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).