Current Market Value 791,666,206
Current Holdings 171
Most Recent File Date 2025-07-07
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Insight Wealth Strategies, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-07 2025-06-30 13F-HR 171 791,666
2025-04-03 2025-03-31 13F-HR 158 742,741
2025-01-06 2024-12-31 13F-HR 152 745,689
2024-10-07 2024-09-30 13F-HR 159 759,244
2024-07-08 2024-06-30 13F-HR 157 702,828
2024-04-05 2024-03-31 13F-HR 159 681,187
2024-01-12 2023-12-31 13F-HR 153 619,192
2023-10-13 2023-09-30 13F-HR 143 517,698
2023-07-14 2023-06-30 13F-HR 136 522,502
2023-04-06 2023-03-31 13F-HR 136 510,040
2023-01-06 2022-12-31 13F-HR 136 517,252
2022-10-03 2022-09-30 13F-HR 142 538,368
2022-07-01 2022-06-30 13F-HR 142 538,368
2022-04-12 2022-03-31 13F-HR 154 678,148
2022-01-31 2021-12-31 13F-HR 152 701,635
2021-10-28 2021-09-30 13F-HR 186 710,797
2021-08-12 2021-06-30 13F-HR 182 703,592
2021-05-12 2021-03-31 13F-HR 220 746,264
2021-02-05 2020-12-31 13F-HR 220 589,245
2020-10-29 2020-09-30 13F-HR 199 538,806
2020-07-31 2020-06-30 13F-HR 169 449,184
2020-04-21 2020-03-31 13F-HR 150 375,773
2020-02-21 2019-12-31 13F-HR 196 472,283
2019-11-06 2019-09-30 13F-HR 185 425,776
2019-08-06 2019-06-30 13F-HR 158 409,161
2019-04-24 2019-03-31 13F-HR 134 357,890
2019-02-12 2018-12-31 13F-HR 130 326,349