Insight Wealth Strategies, LLC: JEF position timeline

Insight Wealth Strategies, LLC held 0 JEF shares at 2025-12-31 per its 13F-HR filed 2026-01-02.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -81,769 shares

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

2. period ended2025-09-30

   13F 81,769 shares

   Change vs previous 13F -425 shares

   0.63% of the 13F portfolio, value $5,349,325.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 82,194 shares

   Change vs previous 13F +22,085 shares

   0.58% of the 13F portfolio, value $4,566,671.

   13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 60,109 shares

   Change vs previous 13F +4,166 shares

   0.43% of the 13F portfolio, value $3,220,015.

   13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 55,943 shares

   Change vs previous 13F not available

   0.59% of the 13F portfolio, value $4,385,931.

   13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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