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Insight Wealth Strategies, LLC: PSMD position timeline

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

Insight Wealth Strategies, LLC held 46,716 PSMD 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 46,716 shares
    Change vs previous 13F +6,546 shares

    0.16% of the 13F portfolio, value $1,643,002.

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

  2. period ended2026-06-30
    13F 40,170 shares
    Change vs previous 13F +14,351 shares

    0.13% of the 13F portfolio, value $1,377,980.

    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 25,819 shares
    Change vs previous 13F +5,532 shares

    0.09% of the 13F portfolio, value $823,368.

    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 20,287 shares
    Change vs previous 13F +5,982 shares

    0.08% of the 13F portfolio, value $658,618.

    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 14,305 shares
    Change vs previous 13F +3,492 shares

    0.05% of the 13F portfolio, value $452,610.

    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 10,813 shares
    Change vs previous 13F +3,151 shares

    0.04% of the 13F portfolio, value $328,714.

    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 7,662 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $219,725.

    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).