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Insight Wealth Strategies, LLC: TFLR position timeline

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

Insight Wealth Strategies, LLC held 383,452 TFLR 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 383,452 shares
    Change vs previous 13F -174,229 shares

    1.92% of the 13F portfolio, value $19,364,346.

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

  2. period ended2026-06-30
    13F 557,681 shares
    Change vs previous 13F +281,911 shares

    2.74% of the 13F portfolio, value $28,101,527.

    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 275,770 shares
    Change vs previous 13F -207,748 shares

    1.55% of the 13F portfolio, value $13,887,777.

    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 483,518 shares
    Change vs previous 13F +26,309 shares

    2.85% of the 13F portfolio, value $24,854,871.

    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 457,209 shares
    Change vs previous 13F +41,190 shares

    2.77% of the 13F portfolio, value $23,525,700.

    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 416,019 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $21,420,805.

    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).