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Disclosery

Insight Wealth Strategies, LLC: IHE position timeline

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

Insight Wealth Strategies, LLC held 3,461 IHE 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 3,461 shares
    Change vs previous 13F -119,181 shares

    0.03% of the 13F portfolio, value $347,911.

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

  2. period ended2026-06-30
    13F 122,642 shares
    Change vs previous 13F +3,950 shares

    1.18% of the 13F portfolio, value $12,054,501.

    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 118,692 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,288,206.

    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).