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Insight Wealth Strategies, LLC: MSI position timeline

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

Insight Wealth Strategies, LLC held 16,275 MSI 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 16,275 shares
    Change vs previous 13F +50 shares

    0.72% of the 13F portfolio, value $7,258,101.

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

  2. period ended2026-06-30
    13F 16,225 shares
    Change vs previous 13F +3,309 shares

    0.66% of the 13F portfolio, value $6,797,299.

    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 12,916 shares
    Change vs previous 13F +1,663 shares

    0.63% of the 13F portfolio, value $5,605,370.

    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 11,253 shares
    Change vs previous 13F +521 shares

    0.49% of the 13F portfolio, value $4,313,513.

    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 10,732 shares
    Change vs previous 13F +158 shares

    0.58% of the 13F portfolio, value $4,907,500.

    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 10,574 shares
    Change vs previous 13F +367 shares

    0.57% of the 13F portfolio, value $4,500,854.

    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 10,207 shares
    Change vs previous 13F +143 shares

    0.6% of the 13F portfolio, value $4,468,838.

    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 10,064 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,651,678.

    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).