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Insight Wealth Strategies, LLC: XLK position timeline

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

Insight Wealth Strategies, LLC held 66,724 XLK 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 66,724 shares
    Change vs previous 13F -5,821 shares

    1.29% of the 13F portfolio, value $13,061,213.

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

  2. period ended2026-06-30
    13F 72,545 shares
    Change vs previous 13F -230 shares

    1.31% of the 13F portfolio, value $13,465,851.

    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 72,775 shares
    Change vs previous 13F +12,984 shares

    1.08% of the 13F portfolio, value $9,671,793.

    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 59,791 shares
    Change vs previous 13F +30,514 shares

    0.99% of the 13F portfolio, value $8,608,172.

    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).

  5. period ended2025-09-30
    13F 29,277 shares
    Change vs previous 13F +335 shares

    0.97% of the 13F portfolio, value $8,252,077.

    13F-HR 0001749914-25-000006 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).

  6. period ended2025-06-30
    13F 28,942 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $7,263,599.

    13F-HR 0001749914-25-000004 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).