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Insight Wealth Strategies, LLC: VLUE position timeline

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

Insight Wealth Strategies, LLC held 138,537 VLUE 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 138,537 shares
    Change vs previous 13F -12,949 shares

    2.71% of the 13F portfolio, value $27,430,293.

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

  2. period ended2026-06-30
    13F 151,486 shares
    Change vs previous 13F -3,385 shares

    2.89% of the 13F portfolio, value $29,610,906.

    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 154,871 shares
    Change vs previous 13F +153,389 shares

    2.46% of the 13F portfolio, value $22,021,159.

    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 1,482 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,608.

    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).