SAMT — ADVISORS INNER CIRCLE FD III

Ownership history in Insight Wealth Strategies, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Insight Wealth Strategies, LLC reported a position in ADVISORS INNER CIRCLE FD III (SAMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.09% (2025 Q4)
Avg. % of fund
0.81%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 246,420 +3,036 +1.2% 1.09% $9.5M $38.51
2025 Q3 ADDED 243,384 +160 +0.1% 1.07% $9.1M $37.01
2025 Q2 ADDED 243,224 +231,126 +1910.4% 1.04% $8.2M $34.19
2025 Q1 INITIATED 12,098 — — 0.05% $353K $28.99
% of Fund (quarterly)    SAMT price (monthly, adj. close)

Other funds also holding SAMT

As of 2025 Q4 — sorted by position size

MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 5.72% One Charles Private Wealth Services, LLC 3Y 2.77% Beaumont Financial Advisors, LLC 3Y 2.62% Members Advisory Group LLC 3Y 2.53% Triangle Securities Wealth Management 3Y 7Y 2.11% Armor Investment Advisors, LLC 3Y 7Y 1.51% Archford Capital Strategies, LLC 3Y 7Y 1.3% QUANTIFY CHAOS ADVISORS, LLC 1.16% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 0.87% Trilogy Capital Inc. 3Y 7Y 0.81%
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