Insight Wealth Strategies, LLC: ILMN position timeline

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

Insight Wealth Strategies, LLC held 24,488 ILMN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 24,488 shares
Change vs previous 13F -8,479 shares
0.66% of the 13F portfolio, value $6,701,876.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted 2026-10-09 16:28:33 UTC, ingested 2026-10-09 16:30:04 UTC
period ended2026-06-30
13F 32,967 shares
Change vs previous 13F not available
0.59% of the 13F portfolio, value $6,062,302.
13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).