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Disclosery

Insight Wealth Partners, LLC: BSJR position timeline

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

Insight Wealth Partners, LLC held 10,443 BSJR 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 10,443 shares
    Change vs previous 13F -753 shares

    0.03% of the 13F portfolio, value $233,355.

    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 11,196 shares
    Change vs previous 13F +224 shares

    0.1% of the 13F portfolio, value $250,399.

    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 10,972 shares
    Change vs previous 13F -3,101 shares

    0.1% of the 13F portfolio, value $248,127.

    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 14,073 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $320,020.

    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 14,073 shares
    Change vs previous 13F +905 shares

    0.18% of the 13F portfolio, value $319,528.

    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 13,168 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $295,026.

    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).