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Insight Wealth Strategies, LLC: IAGG position timeline

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

Insight Wealth Strategies, LLC held 7,992 IAGG 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 7,992 shares
    Change vs previous 13F -894 shares

    0.04% of the 13F portfolio, value $393,211.

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

  2. period ended2026-06-30
    13F 8,886 shares
    Change vs previous 13F +223 shares

    0.04% of the 13F portfolio, value $445,734.

    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 8,663 shares
    Change vs previous 13F +690 shares

    0.05% of the 13F portfolio, value $433,491.

    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 7,973 shares
    Change vs previous 13F +585 shares

    0.05% of the 13F portfolio, value $398,727.

    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 7,388 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $378,471.

    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 7,388 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $377,880.

    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).