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Insight Wealth Strategies, LLC: PICB position timeline

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

Insight Wealth Strategies, LLC held 15,336 PICB 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 15,336 shares
    Change vs previous 13F -2,151 shares

    0.03% of the 13F portfolio, value $341,003.

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

  2. period ended2026-06-30
    13F 17,487 shares
    Change vs previous 13F +559 shares

    0.04% of the 13F portfolio, value $403,601.

    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 16,928 shares
    Change vs previous 13F +1,679 shares

    0.04% of the 13F portfolio, value $391,038.

    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 15,249 shares
    Change vs previous 13F +908 shares

    0.04% of the 13F portfolio, value $364,143.

    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 14,341 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $341,747.

    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 14,227 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $344,856.

    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).