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Insight Wealth Strategies, LLC: IBKR position timeline

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

Insight Wealth Strategies, LLC held 42,035 IBKR 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 42,035 shares
    Change vs previous 13F -26 shares

    0.36% of the 13F portfolio, value $3,590,672.

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

  2. period ended2026-06-30
    13F 42,061 shares
    Change vs previous 13F -1,833 shares

    0.38% of the 13F portfolio, value $3,922,218.

    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 43,894 shares
    Change vs previous 13F +589 shares

    0.33% of the 13F portfolio, value $2,943,957.

    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 43,305 shares
    Change vs previous 13F +531 shares

    0.32% of the 13F portfolio, value $2,784,964.

    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 42,774 shares
    Change vs previous 13F -3,499 shares

    0.35% of the 13F portfolio, value $2,943,283.

    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 46,273 shares
    Change vs previous 13F +31,794 shares

    0.33% of the 13F portfolio, value $2,606,101.

    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 14,479 shares
    Change vs previous 13F -623 shares

    0.32% of the 13F portfolio, value $2,397,633.

    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 15,102 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,668,146.

    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).