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Insight Wealth Partners, LLC: JBND position timeline

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

Insight Wealth Partners, LLC held 136,459 JBND 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 136,459 shares
    Change vs previous 13F +13,885 shares

    0.98% of the 13F portfolio, value $7,300,556.

    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 122,574 shares
    Change vs previous 13F +518 shares

    2.66% of the 13F portfolio, value $6,590,821.

    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 122,056 shares
    Change vs previous 13F +7,095 shares

    2.75% of the 13F portfolio, value $6,599,562.

    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 114,961 shares
    Change vs previous 13F +20,525 shares

    2.75% of the 13F portfolio, value $6,226,296.

    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 94,436 shares
    Change vs previous 13F +6,500 shares

    2.81% of the 13F portfolio, value $5,060,804.

    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 87,936 shares
    Change vs previous 13F -632 shares

    2.83% of the 13F portfolio, value $4,706,333.

    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 88,568 shares
    Change vs previous 13F -24,380 shares

    2.93% of the 13F portfolio, value $4,627,652.

    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 112,948 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $6,172,620.

    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).