Insight Wealth Strategies, LLC: OIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on OIA, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 39,480 OIA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 39,480 sharesChange vs previous 13F +266 shares
0.02% of the 13F portfolio, value $226,220.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 39,214 sharesChange vs previous 13F +250 shares
0.02% of the 13F portfolio, value $244,696.
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 38,964 sharesChange vs previous 13F +244 shares
0.03% of the 13F portfolio, value $239,241.
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 38,720 sharesChange vs previous 13F -640 shares
0.03% of the 13F portfolio, value $232,704.
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 39,360 sharesChange vs previous 13F +257 shares
0.03% of the 13F portfolio, value $237,339.
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 39,103 sharesChange vs previous 13F +252 shares
0.03% of the 13F portfolio, value $224,845.
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 38,851 sharesChange vs previous 13F +233 shares
0.03% of the 13F portfolio, value $233,882.
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 38,618 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $227,846.
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).