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Insight Wealth Strategies, LLC: SWK position timeline

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

Insight Wealth Strategies, LLC held 83,399 SWK 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 83,399 shares
    Change vs previous 13F -902 shares

    0.73% of the 13F portfolio, value $7,388,338.

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

  2. period ended2026-06-30
    13F 84,301 shares
    Change vs previous 13F +14,375 shares

    0.75% of the 13F portfolio, value $7,700,084.

    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 69,926 shares
    Change vs previous 13F +2,131 shares

    0.55% of the 13F portfolio, value $4,968,976.

    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 67,795 shares
    Change vs previous 13F +3,546 shares

    0.58% of the 13F portfolio, value $5,035,800.

    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 64,249 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,775,656.

    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).