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Insight Wealth Strategies, LLC: LDOS position timeline

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

Insight Wealth Strategies, LLC held 2,157 LDOS 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 2,157 shares
    Change vs previous 13F -40,590 shares

    0.03% of the 13F portfolio, value $262,751.

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

  2. period ended2026-06-30
    13F 42,747 shares
    Change vs previous 13F +15,192 shares

    0.43% of the 13F portfolio, value $4,405,918.

    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 27,555 shares
    Change vs previous 13F +380 shares

    0.48% of the 13F portfolio, value $4,285,373.

    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 27,175 shares
    Change vs previous 13F -2,292 shares

    0.56% of the 13F portfolio, value $4,902,303.

    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 29,467 shares
    Change vs previous 13F +475 shares

    0.66% of the 13F portfolio, value $5,568,043.

    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 28,992 shares
    Change vs previous 13F +26,907 shares

    0.59% of the 13F portfolio, value $4,665,982.

    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 2,085 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $281,286.

    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 2,074 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $298,835.

    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).