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Investment Insight Wealth Management, LLCAggressive GrowthConcentrated long-term

CIK: 0001737917 | North Massapequa, NY

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR44$120.9M2026-10-30SEC ↗
Q2 2026
13F-HR44$115.4M2026-07-27SEC ↗
Q1 2026
13F-HR36$92.7M2026-04-29SEC ↗
Q4 2025
13F-HR36$101.9M2026-02-24SEC ↗