Insight Wealth Strategies - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Insight Wealth Strategies going back to Feb. 12, 2019
- Insight Wealth Strategies 2024 Q1 - filed April 5, 2024 - new!
- Insight Wealth Strategies 2023 Q4 - filed Jan. 12, 2024
- Insight Wealth Strategies 2023 Q3 - filed Oct. 13, 2023
- Insight Wealth Strategies 2023 Q2 - filed July 14, 2023
- Insight Wealth Strategies 2023 Q1 - filed April 6, 2023
- Insight Wealth Strategies 2022 Q4 - filed Jan. 6, 2023
- Insight Wealth Strategies 2022 Q3 - filed Oct. 3, 2022
- Insight Wealth Strategies 2022 Q2 - filed July 1, 2022
- Insight Wealth Strategies 2022 Q1 - filed April 12, 2022
- Insight Wealth Strategies 2021 Q4 - filed Jan. 31, 2022
- Insight Wealth Strategies 2021 Q3 - filed Oct. 28, 2021
- Insight Wealth Strategies 2021 Q2 - filed Aug. 12, 2021
- Insight Wealth Strategies 2021 Q1 - filed May 12, 2021
- Insight Wealth Strategies 2020 Q4 - filed Feb. 5, 2021
- Insight Wealth Strategies 2020 Q3 - filed Oct. 29, 2020
- Insight Wealth Strategies 2020 Q2 - filed July 31, 2020
- Insight Wealth Strategies 2020 Q1 - filed April 21, 2020
- Insight Wealth Strategies 2019 Q4 - filed Feb. 21, 2020
- Insight Wealth Strategies 2019 Q3 - filed Nov. 6, 2019
- Insight Wealth Strategies 2019 Q2 - filed Aug. 6, 2019
- Insight Wealth Strategies 2019 Q1 - filed April 24, 2019
- Insight Wealth Strategies 2018 Q4 - filed Feb. 12, 2019