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Insight Wealth Strategies, LLC: FNDF position timeline

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

Insight Wealth Strategies, LLC held 387,160 FNDF 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 387,160 shares
    Change vs previous 13F +3,505 shares

    2.06% of the 13F portfolio, value $20,809,846.

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

  2. period ended2026-06-30
    13F 383,655 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $20,007,624.

    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 ยง4.2).