Insight Wealth Strategies, LLC: LQDA position timeline

Insight Wealth Strategies, LLC held 107,389 LQDA 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 107,389 shares

   Change vs previous 13F -16,678 shares

   0.32% of the 13F portfolio, value $3,249,591.

   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

2. period ended2026-06-30

   13F 124,067 shares

   Change vs previous 13F -18,335 shares

   0.96% of the 13F portfolio, value $9,840,994.

   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).

3. period ended2026-03-31

   13F 142,402 shares

   Change vs previous 13F +584 shares

   0.6% of the 13F portfolio, value $5,374,251.

   13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 141,818 shares

   Change vs previous 13F not available

   0.56% of the 13F portfolio, value $4,891,303.

   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).