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Insight Wealth Strategies, LLCETFConcentrated trader

CIK: 0001749914 | SAN RAMON, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR194$1.0B2026-10-09SEC ↗
Q2 2026
13F-HR183$1.0B2026-07-10SEC ↗
Q1 2026
13F-HR177$895.7M2026-04-10SEC ↗
Q4 2025
13F-HR171$872.1M2026-01-02SEC ↗
Q3 2025
13F-HR171$848.7M2025-10-06SEC ↗
Q2 2025
13F-HR171$791.7M2025-07-07SEC ↗
Q1 2025
13F-HR158$742.7M2025-04-03SEC ↗
Q4 2024
13F-HR152$745.7M2025-01-06SEC ↗
Q3 2024
13F-HR159$759.2M2024-10-07SEC ↗
Q2 2024
13F-HR157$702.8M2024-07-08SEC ↗
Q1 2024
13F-HR159$681.2M2024-04-05SEC ↗
Q4 2023
13F-HR153$619.2M2024-01-12SEC ↗
Q3 2023
13F-HR143$517.7M2023-10-13SEC ↗
Q2 2023
13F-HR136$522.5M2023-07-14SEC ↗
Q1 2023
13F-HR136$510.0M2023-04-06SEC ↗
Q4 2022
13F-HR136$517.3M2023-01-06SEC ↗
Q3 2022
13F-HR142$9.1M2022-10-03SEC ↗
Q2 2022
13F-HR142$11.1M2022-07-01SEC ↗
Q1 2022
13F-HR154$14.8M2022-04-12SEC ↗
Q4 2021
13F-HR152$17.4M2022-01-31SEC ↗
Q3 2021
13F-HR186$15.0M2021-10-28SEC ↗
Q2 2021
13F-HR182$13.2M2021-08-12SEC ↗
Q1 2021
13F-HR220$17.1M2021-05-12SEC ↗
Q4 2020
13F-HR220$14.0M2021-02-05SEC ↗
Q3 2020
13F-HR199$12.1M2020-10-29SEC ↗
Q2 2020
13F-HR169$8.2M2020-07-31SEC ↗
Q1 2020
13F-HR150$5.3M2020-04-21SEC ↗
Q4 2019
13F-HR196$13.9M2020-02-21SEC ↗
Q3 2019
13F-HR185$11.2M2019-11-06SEC ↗
Q2 2019
13F-HR158$10.6M2019-08-06SEC ↗
Q1 2019
13F-HR134$7.6M2019-04-24SEC ↗
Q4 2018
13F-HR130$7.3M2019-02-12SEC ↗