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Insight Wealth Strategies, LLC: HEZU position timeline

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

Insight Wealth Strategies, LLC held 6,780 HEZU 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 6,780 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $328,429.

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

  2. period ended2026-06-30
    13F 7,331 shares
    Change vs previous 13F -227,193 shares

    0.04% of the 13F portfolio, value $363,201.

    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 234,524 shares
    Change vs previous 13F +52,231 shares

    1.14% of the 13F portfolio, value $10,248,695.

    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 182,293 shares
    Change vs previous 13F +936 shares

    0.91% of the 13F portfolio, value $7,977,143.

    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 181,357 shares
    Change vs previous 13F -158,790 shares

    0.9% of the 13F portfolio, value $7,646,738.

    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 340,147 shares
    Change vs previous 13F -3,469 shares

    1.75% of the 13F portfolio, value $13,871,186.

    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 343,616 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $13,390,716.

    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).