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Insight Wealth Strategies, LLC: STX position timeline

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

Insight Wealth Strategies, LLC held 9,937 STX 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 9,937 shares
    Change vs previous 13F +138 shares

    0.91% of the 13F portfolio, value $9,165,208.

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

  2. period ended2026-06-30
    13F 9,799 shares
    Change vs previous 13F -9,665 shares

    0.88% of the 13F portfolio, value $8,968,376.

    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 19,464 shares
    Change vs previous 13F -5,914 shares

    0.85% of the 13F portfolio, value $7,625,393.

    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 25,378 shares
    Change vs previous 13F -980 shares

    0.8% of the 13F portfolio, value $6,988,935.

    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 26,358 shares
    Change vs previous 13F -28,778 shares

    0.73% of the 13F portfolio, value $6,222,091.

    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 55,136 shares
    Change vs previous 13F +12,762 shares

    1.01% of the 13F portfolio, value $7,996,991.

    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 42,374 shares
    Change vs previous 13F +1,320 shares

    0.48% of the 13F portfolio, value $3,599,702.

    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 41,054 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,543,371.

    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).