Insight Wealth Strategies, LLC: WMT position timeline

Insight Wealth Strategies, LLC held 2,243 WMT 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 2,243 shares

   Change vs previous 13F -360 shares

   0.02% of the 13F portfolio, value $233,082.

   13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
   Accepted 2026-10-09 16:28:33 UTC, ingested 2026-10-09 16:30:04 UTC

2. period ended2026-06-30

   13F 2,603 shares

   Change vs previous 13F -16,957 shares

   0.03% of the 13F portfolio, value $283,283.

   13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 19,560 shares

   Change vs previous 13F +406 shares

   0.27% of the 13F portfolio, value $2,430,894.

   13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 19,154 shares

   Change vs previous 13F +244 shares

   0.24% of the 13F portfolio, value $2,133,942.

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 18,910 shares

   Change vs previous 13F +349 shares

   0.23% of the 13F portfolio, value $1,948,895.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 18,561 shares

   Change vs previous 13F -2,988 shares

   0.23% of the 13F portfolio, value $1,823,388.

   13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 21,549 shares

   Change vs previous 13F -423 shares

   0.25% of the 13F portfolio, value $1,891,796.

   13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 21,972 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $1,985,204.

   13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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