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Insight Wealth Strategies, LLC: PAAA position timeline

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

Insight Wealth Strategies, LLC held 576,138 PAAA 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 576,138 shares
    Change vs previous 13F -79,844 shares

    2.92% of the 13F portfolio, value $29,550,136.

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

  2. period ended2026-06-30
    13F 655,982 shares
    Change vs previous 13F +637,214 shares

    3.28% of the 13F portfolio, value $33,645,339.

    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 18,768 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $960,540.

    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 18,791 shares
    Change vs previous 13F -297 shares

    0.11% of the 13F portfolio, value $963,225.

    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 19,088 shares
    Change vs previous 13F +682 shares

    0.12% of the 13F portfolio, value $983,051.

    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 18,406 shares
    Change vs previous 13F -2,388 shares

    0.12% of the 13F portfolio, value $943,143.

    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 20,794 shares
    Change vs previous 13F +12,207 shares

    0.14% of the 13F portfolio, value $1,066,917.

    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 8,587 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $439,654.

    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).