Skip to content
Disclosery

Insight Wealth Strategies, LLC: MLI position timeline

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

Insight Wealth Strategies, LLC held 5,053 MLI 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 5,053 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $306,236.

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

  2. period ended2026-06-30
    13F 5,044 shares
    Change vs previous 13F +2,526 shares

    0.03% of the 13F portfolio, value $289,635.

    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 2,518 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $279,023.

    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 2,513 shares
    Change vs previous 13F -208 shares

    0.03% of the 13F portfolio, value $288,498.

    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 2,721 shares
    Change vs previous 13F -197 shares

    0.03% of the 13F portfolio, value $275,149.

    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 2,918 shares
    Change vs previous 13F -73 shares

    0.03% of the 13F portfolio, value $239,440.

    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 2,991 shares
    Change vs previous 13F -34,193 shares

    0.03% of the 13F portfolio, value $227,741.

    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 37,184 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,950,923.

    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).