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Disclosery

Insight Wealth Strategies, LLC: WTIP position timeline

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

Insight Wealth Strategies, LLC held 22,573 WTIP 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 22,573 shares
    Change vs previous 13F +3,031 shares

    0.08% of the 13F portfolio, value $836,101.

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

  2. period ended2026-06-30
    13F 19,542 shares
    Change vs previous 13F +12,298 shares

    0.07% of the 13F portfolio, value $672,425.

    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 7,244 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $273,067.

    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).