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Insight Wealth Strategies, LLC: XNEAX position timeline

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

Insight Wealth Strategies, LLC held 11,889 XNEAX 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 11,889 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $118,298.

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

  2. period ended2026-06-30
    13F 11,746 shares
    Change vs previous 13F -2,200 shares

    0.01% of the 13F portfolio, value $137,434.

    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 13,946 shares
    Change vs previous 13F +161 shares

    0.02% of the 13F portfolio, value $156,609.

    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 13,785 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $160,325.

    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 13,465 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $153,367.

    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 13,286 shares
    Change vs previous 13F +349 shares

    0.02% of the 13F portfolio, value $146,011.

    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 12,937 shares
    Change vs previous 13F +163 shares

    0.02% of the 13F portfolio, value $144,896.

    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).

  8. period ended2024-12-31
    13F 12,774 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $144,095.

    13F-HR 0001749914-25-000001 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).