Insight Wealth Strategies, LLC: TXN position timeline

Insight Wealth Strategies, LLC held 714 TXN 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 714 shares

   Change vs previous 13F -106 shares

   0.02% of the 13F portfolio, value $200,071.

   13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
   Accepted 2026-10-09 16:28:33 UTC, ingested 2026-10-09 16:30:04 UTC

2. period ended2026-06-30

   13F 820 shares

   Change vs previous 13F +820 shares

   0.02% of the 13F portfolio, value $244,598.

   13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,385 shares

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2025-09-30

   13F 1,385 shares

   Change vs previous 13F -38 shares

   0.03% of the 13F portfolio, value $254,533.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,423 shares

   Change vs previous 13F -10,900 shares

   0.04% of the 13F portfolio, value $299,412.

   13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 12,323 shares

   Change vs previous 13F +207 shares

   0.3% of the 13F portfolio, value $2,214,453.

   13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 12,116 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $2,271,829.

   13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).