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Insight Wealth Strategies, LLC: VIGI position timeline

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

Insight Wealth Strategies, LLC held 5,438 VIGI 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 5,438 shares
    Change vs previous 13F -85 shares

    0.05% of the 13F portfolio, value $513,488.

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

  2. period ended2026-06-30
    13F 5,523 shares
    Change vs previous 13F -118 shares

    0.05% of the 13F portfolio, value $516,796.

    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 5,641 shares
    Change vs previous 13F -1,442 shares

    0.06% of the 13F portfolio, value $498,975.

    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 7,083 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $647,769.

    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 7,076 shares
    Change vs previous 13F -543 shares

    0.07% of the 13F portfolio, value $633,787.

    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 7,619 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $687,157.

    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 7,613 shares
    Change vs previous 13F -305,614 shares

    0.09% of the 13F portfolio, value $631,404.

    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 313,227 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $25,055,024.

    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).