Insight Wealth Strategies, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Ramon, CA
CIK
0001749914
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 143 517,697 13F-HR 10/13/2023 000174991423000011 Insight Wealth Strategies, LLC
Q2 2023 136 522,501 13F-HR 7/14/2023 000174991423000010 Insight Wealth Strategies, LLC
Q1 2023 136 510,040 13F-HR 4/6/2023 000174991423000008 Insight Wealth Strategies, LLC
Q4 2022 136 517,252 13F-HR 1/6/2023 000174991423000001 Insight Wealth Strategies, LLC
Q3 2022 142 538,368 13F-HR 10/3/2022 000174991422000008 Insight Wealth Strategies, LLC
Q2 2022 142 538,368 13F-HR 7/1/2022 000174991422000007 Insight Wealth Strategies, LLC
Q1 2022 154 678,148 13F-HR 4/12/2022 000174991422000006 Insight Wealth Strategies, LLC
Q4 2021 152 701,635 13F-HR 1/31/2022 000108514622000423 Insight Wealth Strategies, LLC
Q3 2021 186 710,797 13F-HR 10/28/2021 000108514621002917 Insight Wealth Strategies, LLC
Q2 2021 182 703,592 13F-HR 8/11/2021 000108514621002395 Insight Wealth Strategies, LLC
Q1 2021 220 746,264 13F-HR 5/12/2021 000108514621001572 Insight Wealth Strategies, LLC
Q4 2020 220 589,245 13F-HR 2/5/2021 000108514621000491 Insight Wealth Strategies, LLC
Q3 2020 199 538,806 13F-HR 10/29/2020 000108514620002687 Insight Wealth Strategies, LLC
Q2 2020 169 449,184 13F-HR 7/31/2020 000108514620001934 Insight Wealth Strategies, LLC
Q1 2020 150 375,773 13F-HR 4/21/2020 000108514620001165 Insight Wealth Strategies, LLC
Q4 2019 196 472,283 13F-HR 2/21/2020 000108514620000962 Insight Wealth Strategies, LLC
Q3 2019 185 425,776 13F-HR 11/6/2019 000108514619002744 Insight Wealth Strategies, LLC
Q2 2019 158 409,161 13F-HR 8/6/2019 000108514619002119 Insight Wealth Strategies, LLC
Q1 2019 134 357,890 13F-HR 4/24/2019 000108514619001248 Insight Wealth Strategies, LLC
Q4 2018 130 326,349 13F-HR 2/12/2019 000108514619000527 Insight Wealth Strategies, LLC