Insight Wealth Strategies, LLC: VMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on VMO, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 29,145 VMO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 29,145 sharesChange vs previous 13F +587 shares
0.02% of the 13F portfolio, value $243,362.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 28,558 sharesChange vs previous 13F +542 shares
0.03% of the 13F portfolio, value $282,723.
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 28,016 sharesChange vs previous 13F +537 shares
0.03% of the 13F portfolio, value $266,430.
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 27,479 sharesChange vs previous 13F +530 shares
0.03% of the 13F portfolio, value $262,976.
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 26,949 sharesChange vs previous 13F +539 shares
0.03% of the 13F portfolio, value $260,597.
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 26,410 sharesChange vs previous 13F +532 shares
0.03% of the 13F portfolio, value $244,297.
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 25,878 sharesChange vs previous 13F +495 shares
0.03% of the 13F portfolio, value $245,582.
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 25,383 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $246,725.
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).