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Insight Wealth Strategies, LLC: STIP position timeline

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

Insight Wealth Strategies, LLC held 0 STIP 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 0 shares
    Change vs previous 13F -184,565 shares

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

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

  2. period ended2026-06-30
    13F 184,565 shares
    Change vs previous 13F +66,021 shares

    1.82% of the 13F portfolio, value $18,665,070.

    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 118,544 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $12,260,984.

    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).