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Insight Wealth Partners, LLC: FBND position timeline

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

Insight Wealth Partners, LLC held 195,769 FBND 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 195,769 shares
    Change vs previous 13F -57,170 shares

    1.2% of the 13F portfolio, value $8,905,525.

    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 252,939 shares
    Change vs previous 13F +15,130 shares

    4.66% of the 13F portfolio, value $11,539,091.

    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 237,809 shares
    Change vs previous 13F +11,038 shares

    4.56% of the 13F portfolio, value $10,948,708.

    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 226,771 shares
    Change vs previous 13F +33,822 shares

    4.63% of the 13F portfolio, value $10,485,876.

    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 192,949 shares
    Change vs previous 13F +5,588 shares

    4.9% of the 13F portfolio, value $8,827,402.

    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 187,361 shares
    Change vs previous 13F +2,966 shares

    5.14% of the 13F portfolio, value $8,553,021.

    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 184,395 shares
    Change vs previous 13F +18,853 shares

    5.24% of the 13F portfolio, value $8,273,812.

    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 165,542 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $7,737,434.

    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).