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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

  1. period ended2026-09-30
    13F 6,621 shares
    Change 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

  2. period ended2026-06-30
    13F 6,621 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,617 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 9,941 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 9,938 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 9,938 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,998 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,998 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).