Insight Wealth Strategies, LLC: MCK position timeline

Insight Wealth Strategies, LLC held 367 MCK 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 367 shares

   Change vs previous 13F -7 shares

   0.03% of the 13F portfolio, value $313,084.

   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 374 shares

   Change vs previous 13F -5,351 shares

   0.03% of the 13F portfolio, value $287,095.

   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 5,725 shares

   Change vs previous 13F -26 shares

   0.55% of the 13F portfolio, value $4,954,228.

   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 5,751 shares

   Change vs previous 13F -424 shares

   0.54% of the 13F portfolio, value $4,717,484.

   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).

5. period ended2025-09-30

   13F 6,175 shares

   Change vs previous 13F +314 shares

   0.56% of the 13F portfolio, value $4,770,698.

   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).

6. period ended2025-06-30

   13F 5,861 shares

   Change vs previous 13F -2,044 shares

   0.54% of the 13F portfolio, value $4,265,532.

   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).

7. period ended2025-03-31

   13F 7,905 shares

   Change vs previous 13F -515 shares

   0.72% of the 13F portfolio, value $5,320,318.

   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).

8. period ended2024-12-31

   13F 8,420 shares

   Change vs previous 13F not available

   0.64% of the 13F portfolio, value $4,798,754.

   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).