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
- period ended2026-09-3013F 116,932 sharesChange 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 - period ended2026-06-3013F 212,673 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 185,574 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 114,988 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 110,460 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).