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Insight Wealth Strategies, LLC: IEMG position timeline

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

Insight Wealth Strategies, LLC held 116,932 IEMG 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 116,932 shares
    Change vs previous 13F -95,741 shares

    0.94% of the 13F portfolio, value $9,490,209.

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

  2. period ended2026-06-30
    13F 212,673 shares
    Change vs previous 13F +27,099 shares

    1.67% of the 13F portfolio, value $17,147,858.

    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 185,574 shares
    Change vs previous 13F +70,586 shares

    1.45% of the 13F portfolio, value $12,943,815.

    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 114,988 shares
    Change vs previous 13F +4,528 shares

    0.89% of the 13F portfolio, value $7,729,512.

    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 110,460 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,281,519.

    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).