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Insight Wealth Strategies, LLC: IGLB position timeline

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

Insight Wealth Strategies, LLC held 384,496 IGLB 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 384,496 shares
    Change vs previous 13F +384,496 shares

    1.74% of the 13F portfolio, value $17,556,086.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -495,996 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 495,996 shares
    Change vs previous 13F +19,525 shares

    2.75% of the 13F portfolio, value $24,616,301.

    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 476,471 shares
    Change vs previous 13F +15,912 shares

    2.76% of the 13F portfolio, value $24,037,950.

    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 460,559 shares
    Change vs previous 13F +17,231 shares

    2.8% of the 13F portfolio, value $23,737,185.

    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 443,328 shares
    Change vs previous 13F +5,001 shares

    2.81% of the 13F portfolio, value $22,237,344.

    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 438,327 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $22,017,177.

    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).