Insight Wealth Strategies, LLC: HFGM position timeline

Insight Wealth Strategies, LLC held 388,918 HFGM 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 388,918 shares

   Change vs previous 13F +12,248 shares

   1.21% of the 13F portfolio, value $12,189,651.

   13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
   Accepted 2026-10-09 16:28:33 UTC, ingested 2026-10-09 16:30:04 UTC

2. period ended2026-06-30

   13F 376,670 shares

   Change vs previous 13F +325,567 shares

   1.11% of the 13F portfolio, value $11,385,743.

   13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 51,103 shares

   Change vs previous 13F +14,142 shares

   0.18% of the 13F portfolio, value $1,638,349.

   13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 36,961 shares

   Change vs previous 13F +16,084 shares

   0.12% of the 13F portfolio, value $1,065,944.

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 20,877 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $659,922.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).