Insight Wealth Strategies, LLC: ORCL position timeline

Insight Wealth Strategies, LLC held 0 ORCL shares at 2025-12-31 per its 13F-HR filed 2026-01-02.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -18,290 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 18,290 shares

   Change vs previous 13F -720 shares

   0.61% of the 13F portfolio, value $5,143,822.

   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).

3. period ended2025-06-30

   13F 19,010 shares

   Change vs previous 13F +192 shares

   0.53% of the 13F portfolio, value $4,162,503.

   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).

4. period ended2025-03-31

   13F 18,818 shares

   Change vs previous 13F +6,640 shares

   0.35% of the 13F portfolio, value $2,630,895.

   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).

5. period ended2024-12-31

   13F 12,178 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $2,029,317.

   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).