Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001749914-25-000001
Filing Date
2025-01-06
Accepted
2025-01-06 14:28:06
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1977
2 InsightWealthStrategies_13f.html INFORMATION TABLE  
2 InsightWealthStrategies_13f.xml INFORMATION TABLE 75666
  Complete submission text file 0001749914-25-000001.txt   78832
Mailing Address 2603 CAMINO RAMON SUITE 350 SAN RAMON CA 94583
Business Address 2603 CAMINO RAMON SUITE 350 SAN RAMON CA 94583 9256598020
Insight Wealth Strategies, LLC (Filer) CIK: 0001749914 (see all company filings)

EIN.: 825323905
Type: 13F-HR | Act: 34 | File No.: 028-19099 | Film No.: 25510518