Insight Wealth Strategies, LLC
CIK
0001749914
City
SAN RAMON
State / Country
CA
Holdings in OIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $232,707 | 38,720 | Shares | Sole | 2026-01-02 |
| 2025-09-30 | $237,340 | 39,360 | Shares | Sole | 2025-10-06 |
| 2025-06-30 | $224,842 | 39,103 | Shares | Sole | 2025-07-07 |
| 2025-03-31 | $233,883 | 38,851 | Shares | Sole | 2025-04-03 |
| 2024-12-31 | $227,846 | 38,618 | Shares | Sole | 2025-01-06 |
| 2024-09-30 | $263,382 | 38,394 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $242,462 | 38,183 | Shares | Sole | 2024-07-08 |
| 2024-03-31 | $247,885 | 37,961 | Shares | Sole | 2024-04-05 |
| 2023-12-31 | $239,744 | 37,755 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $218,130 | 37,544 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $233,045 | 37,347 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $246,729 | 37,158 | Shares | Sole | 2023-04-06 |
| 2022-12-31 | $230,699 | 36,971 | Shares | Sole | 2023-01-06 |
| 2022-09-30 | $247,954 | 42,313 | Shares | Sole | 2022-10-03 |
| 2022-06-30 | $272,918 | 42,313 | Shares | Sole | 2022-07-01 |
| 2022-03-31 | $307,990 | 43,379 | Shares | Sole | 2022-04-12 |
| 2021-12-31 | $345,608 | 43,201 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $342,199 | 43,044 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $356,407 | 42,889 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $376,605 | 47,732 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $375,343 | 47,572 | Shares | Sole | 2021-02-05 |
| 2020-09-30 | $253,039 | 34,663 | Shares | Sole | 2020-10-29 |
| 2020-06-30 | $246,991 | 34,496 | Shares | Sole | 2020-07-31 |
| 2020-03-31 | $201,707 | 29,318 | Shares | Sole | 2020-04-21 |