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Insight Wealth Partners, LLC: GTO position timeline

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

Insight Wealth Partners, LLC held 104,378 GTO 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 104,378 shares
    Change vs previous 13F -37,292 shares

    0.66% of the 13F portfolio, value $4,892,218.

    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 141,670 shares
    Change vs previous 13F +9,642 shares

    2.68% of the 13F portfolio, value $6,634,402.

    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 132,028 shares
    Change vs previous 13F +7,424 shares

    2.61% of the 13F portfolio, value $6,260,754.

    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 124,604 shares
    Change vs previous 13F +21,729 shares

    2.62% of the 13F portfolio, value $5,919,939.

    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 102,875 shares
    Change vs previous 13F +1,582 shares

    2.68% of the 13F portfolio, value $4,823,816.

    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 101,293 shares
    Change vs previous 13F +1,575 shares

    2.86% of the 13F portfolio, value $4,753,699.

    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 99,718 shares
    Change vs previous 13F +10,971 shares

    2.93% of the 13F portfolio, value $4,626,902.

    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 88,747 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $4,286,487.

    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).