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Insight Wealth Partners, LLC: IG position timeline

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

Insight Wealth Partners, LLC held 256,849 IG 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 256,849 shares
    Change vs previous 13F +30,221 shares

    0.71% of the 13F portfolio, value $5,307,777.

    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 226,628 shares
    Change vs previous 13F +6,038 shares

    1.89% of the 13F portfolio, value $4,677,384.

    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 220,590 shares
    Change vs previous 13F +25,707 shares

    1.92% of the 13F portfolio, value $4,608,128.

    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 194,883 shares
    Change vs previous 13F +10,789 shares

    1.82% of the 13F portfolio, value $4,112,163.

    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 184,094 shares
    Change vs previous 13F +11,007 shares

    2.12% of the 13F portfolio, value $3,830,865.

    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 173,087 shares
    Change vs previous 13F +14,786 shares

    2.15% of the 13F portfolio, value $3,577,705.

    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 158,301 shares
    Change vs previous 13F +7,015 shares

    2.04% of the 13F portfolio, value $3,219,847.

    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 151,286 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,237,525.

    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).