Insight Wealth Strategies, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on MBB, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 49,492 MBB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 49,492 sharesChange vs previous 13F +1,577 shares
0.44% of the 13F portfolio, value $4,435,464.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 47,915 sharesChange vs previous 13F +3,277 shares
0.44% of the 13F portfolio, value $4,504,955.
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 44,638 sharesChange vs previous 13F +3,021 shares
0.47% of the 13F portfolio, value $4,238,363.
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 41,617 sharesChange vs previous 13F +373 shares
0.45% of the 13F portfolio, value $3,962,786.
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 41,244 sharesChange vs previous 13F -169 shares
0.46% of the 13F portfolio, value $3,924,374.
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 41,413 sharesChange vs previous 13F -1,051 shares
0.49% of the 13F portfolio, value $3,870,886.
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 42,464 sharesChange vs previous 13F -250,661 shares
0.54% of the 13F portfolio, value $3,982,263.
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 293,125 sharesChange vs previous 13F not available
3.6% of the 13F portfolio, value $26,873,715.
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).