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Insight Wealth Partners, LLC: HYG position timeline

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

Insight Wealth Partners, LLC held 59,809 HYG 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 59,809 shares
    Change vs previous 13F -12,722 shares

    0.64% of the 13F portfolio, value $4,782,966.

    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 72,531 shares
    Change vs previous 13F +4,247 shares

    2.33% of the 13F portfolio, value $5,770,605.

    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 68,284 shares
    Change vs previous 13F +5,911 shares

    2.29% of the 13F portfolio, value $5,505,724.

    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 62,373 shares
    Change vs previous 13F +9,907 shares

    2.24% of the 13F portfolio, value $5,064,052.

    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 52,466 shares
    Change vs previous 13F +2,256 shares

    2.35% of the 13F portfolio, value $4,231,415.

    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 50,210 shares
    Change vs previous 13F +2,177 shares

    2.38% of the 13F portfolio, value $3,961,059.

    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 48,033 shares
    Change vs previous 13F +6,551 shares

    2.39% of the 13F portfolio, value $3,777,800.

    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 41,482 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,331,009.

    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).