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Insight Wealth Strategies, LLC: GSIE position timeline

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

Insight Wealth Strategies, LLC held 59,663 GSIE 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 59,663 shares
    Change vs previous 13F -2,647 shares

    0.27% of the 13F portfolio, value $2,734,942.

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

  2. period ended2026-06-30
    13F 62,310 shares
    Change vs previous 13F -590,159 shares

    0.28% of the 13F portfolio, value $2,833,241.

    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 652,469 shares
    Change vs previous 13F +2,693 shares

    3.14% of the 13F portfolio, value $28,141,006.

    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 649,776 shares
    Change vs previous 13F +12,207 shares

    3.2% of the 13F portfolio, value $27,901,400.

    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 637,569 shares
    Change vs previous 13F -43,936 shares

    3.09% of the 13F portfolio, value $26,210,449.

    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 681,505 shares
    Change vs previous 13F -56,680 shares

    3.41% of the 13F portfolio, value $27,014,861.

    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 738,185 shares
    Change vs previous 13F -25,186 shares

    3.54% of the 13F portfolio, value $26,316,294.

    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 763,371 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $25,450,787.

    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).