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Insight Wealth Partners, LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Partners, LLC on BOND, newest first. How the timeline and the estimate are built.

Insight Wealth Partners, LLC held 26,129 BOND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,129 shares
    Change vs previous 13F -10,186 shares

    0.32% of the 13F portfolio, value $2,409,316.

    13F-HR 0001172661-26-003122 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,315 shares
    Change vs previous 13F +2,565 shares

    1.35% of the 13F portfolio, value $3,351,108.

    13F-HR 0001172661-26-001843 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,750 shares
    Change vs previous 13F +1,868 shares

    1.31% of the 13F portfolio, value $3,141,413.

    13F-HR 0001172661-26-000970 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,882 shares
    Change vs previous 13F +5,754 shares

    1.32% of the 13F portfolio, value $2,976,163.

    13F-HR 0001172661-25-004687 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,128 shares
    Change vs previous 13F +337 shares

    1.34% of the 13F portfolio, value $2,408,507.

    13F-HR 0001172661-25-002834 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,791 shares
    Change vs previous 13F +242 shares

    1.43% of the 13F portfolio, value $2,384,931.

    13F-HR 0001172661-25-002108 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,549 shares
    Change vs previous 13F +1,758 shares

    1.46% of the 13F portfolio, value $2,310,144.

    13F-HR 0001172661-25-001086 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,791 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,250,835.

    13F-HR 0001172661-24-004664 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).