Insight Wealth Strategies, LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on VOO, newest first. How the timeline and the estimate are built.
Insight Wealth Strategies, LLC held 1,133 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,133 sharesChange vs previous 13F +7 shares
0.08% of the 13F portfolio, value $794,036.
13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 1,126 sharesChange vs previous 13F -11 shares
0.08% of the 13F portfolio, value $772,076.
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 1,137 sharesChange vs previous 13F +8 shares
0.08% of the 13F portfolio, value $679,484.
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 1,129 sharesChange vs previous 13F +20 shares
0.08% of the 13F portfolio, value $708,209.
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 1,109 sharesChange vs previous 13F +32 shares
0.08% of the 13F portfolio, value $679,130.
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 1,077 sharesChange vs previous 13F -40 shares
0.08% of the 13F portfolio, value $611,281.
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 1,117 sharesChange vs previous 13F +5 shares
0.08% of the 13F portfolio, value $573,805.
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 1,112 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $599,138.
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).