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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

  1. period ended2026-09-30
    13F 445,844 shares
    Change 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

  2. period ended2026-06-30
    13F 420,326 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 361,651 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 398,650 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 390,926 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 380,395 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 377,142 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 317,834 shares
    Change 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), ingested

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