Insight Wealth Strategies, LLC: IQLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on IQLT, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 6,621 IQLT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 6,621 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $327,519.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 6,621 sharesChange vs previous 13F +4 shares
0.03% of the 13F portfolio, value $324,341.
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 6,617 sharesChange vs previous 13F -3,324 shares
0.03% of the 13F portfolio, value $305,891.
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 9,941 sharesChange vs previous 13F +3 shares
0.05% of the 13F portfolio, value $451,806.
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 9,938 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $439,169.
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).
- period ended2025-06-3013F 9,938 sharesChange vs previous 13F +3,940 shares
0.05% of the 13F portfolio, value $428,733.
13F-HR 0001749914-25-000004 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 ended2025-03-3113F 5,998 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $238,045.
13F-HR 0001749914-25-000003 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 ended2024-12-3113F 5,998 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $222,631.
13F-HR 0001749914-25-000001 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).