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Disclosery

Insight Wealth Partners, LLC: CL position timeline

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

Insight Wealth Partners, LLC held 2,439 CL 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 2,439 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $223,608.

    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 2,439 shares
    Change vs previous 13F -414 shares

    0.08% of the 13F portfolio, value $207,876.

    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 2,853 shares
    Change vs previous 13F -1,924 shares

    0.09% of the 13F portfolio, value $225,444.

    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 4,777 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $381,873.

    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 4,768 shares
    Change vs previous 13F -116 shares

    0.24% of the 13F portfolio, value $433,411.

    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 4,884 shares
    Change vs previous 13F -26 shares

    0.28% of the 13F portfolio, value $457,631.

    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 4,910 shares
    Change vs previous 13F +26 shares

    0.28% of the 13F portfolio, value $446,368.

    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 4,884 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $507,008.

    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).