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Insight Wealth Strategies, LLC: XMMO position timeline

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

Insight Wealth Strategies, LLC held 5,619 XMMO 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 5,619 shares
    Change vs previous 13F -87,496 shares

    0.08% of the 13F portfolio, value $824,639.

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

  2. period ended2026-06-30
    13F 93,115 shares
    Change vs previous 13F +1,040 shares

    1.51% of the 13F portfolio, value $15,457,069.

    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 92,075 shares
    Change vs previous 13F +1,016 shares

    1.49% of the 13F portfolio, value $13,352,711.

    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 91,059 shares
    Change vs previous 13F +1,362 shares

    1.45% of the 13F portfolio, value $12,607,983.

    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 89,697 shares
    Change vs previous 13F +148 shares

    1.43% of the 13F portfolio, value $12,129,694.

    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 89,549 shares
    Change vs previous 13F +1,504 shares

    1.46% of the 13F portfolio, value $11,523,187.

    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).

  7. period ended2025-03-31
    13F 88,045 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $10,015,993.

    13F-HR 0001749914-25-000003 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).