Insight Wealth Strategies, LLC: VCLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on VCLT, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 445,844 VCLT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 445,844 sharesChange vs previous 13F +25,518 shares
3.02% of the 13F portfolio, value $30,540,297.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 420,326 sharesChange vs previous 13F +58,675 shares
3.06% of the 13F portfolio, value $31,377,304.
13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 361,651 sharesChange vs previous 13F -36,999 shares
3.02% of the 13F portfolio, value $27,022,571.
13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 398,650 sharesChange vs previous 13F +7,724 shares
3.47% of the 13F portfolio, value $30,237,636.
13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 390,926 sharesChange vs previous 13F +10,531 shares
3.58% of the 13F portfolio, value $30,355,408.
13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 380,395 sharesChange vs previous 13F +3,253 shares
3.64% of the 13F portfolio, value $28,845,328.
13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 377,142 sharesChange vs previous 13F +59,308 shares
3.85% of the 13F portfolio, value $28,628,827.
13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 317,834 sharesChange vs previous 13F not available
3.19% of the 13F portfolio, value $23,767,610.
13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).