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Insight Wealth Strategies, LLC: FLBL position timeline

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

Insight Wealth Strategies, LLC held 53,059 FLBL 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 53,059 shares
    Change vs previous 13F +4,378 shares

    0.12% of the 13F portfolio, value $1,220,365.

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

  2. period ended2026-06-30
    13F 48,681 shares
    Change vs previous 13F -7,137 shares

    0.11% of the 13F portfolio, value $1,113,324.

    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 55,818 shares
    Change vs previous 13F -289 shares

    0.14% of the 13F portfolio, value $1,283,823.

    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 56,107 shares
    Change vs previous 13F +6,424 shares

    0.15% of the 13F portfolio, value $1,314,026.

    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 49,683 shares
    Change vs previous 13F +20,584 shares

    0.14% of the 13F portfolio, value $1,193,380.

    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 29,099 shares
    Change vs previous 13F +16,622 shares

    0.09% of the 13F portfolio, value $701,728.

    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 12,477 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $300,324.

    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).