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Insight Wealth Strategies, LLC: SCHG position timeline

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

Insight Wealth Strategies, LLC held 6,336 SCHG 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 6,336 shares
    Change vs previous 13F -1,560 shares

    0.02% of the 13F portfolio, value $227,652.

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

  2. period ended2026-06-30
    13F 7,896 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $269,342.

    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 7,896 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $230,019.

    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 7,894 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $257,512.

    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 7,893 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $251,858.

    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 7,891 shares
    Change vs previous 13F +7,891 shares

    0.03% of the 13F portfolio, value $228,217.

    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 0 shares
    Change vs previous 13F -7,888 shares

    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).

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

  8. period ended2024-12-31
    13F 7,888 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $219,842.

    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).