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Insight Wealth Partners, LLC: CMBS position timeline

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

Insight Wealth Partners, LLC held 52,683 CMBS 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 52,683 shares
    Change vs previous 13F -18,170 shares

    0.34% of the 13F portfolio, value $2,563,033.

    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 70,853 shares
    Change vs previous 13F +4,456 shares

    1.4% of the 13F portfolio, value $3,452,689.

    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 66,397 shares
    Change vs previous 13F +3,106 shares

    1.36% of the 13F portfolio, value $3,258,779.

    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 63,291 shares
    Change vs previous 13F +9,718 shares

    1.37% of the 13F portfolio, value $3,105,706.

    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 53,573 shares
    Change vs previous 13F +1,500 shares

    1.45% of the 13F portfolio, value $2,610,090.

    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 52,073 shares
    Change vs previous 13F +313 shares

    1.5% of the 13F portfolio, value $2,499,508.

    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 51,760 shares
    Change vs previous 13F +4,924 shares

    1.55% of the 13F portfolio, value $2,443,090.

    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 46,836 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,291,676.

    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).