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Insight Wealth Partners, LLC: LQD position timeline

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

Insight Wealth Partners, LLC held 106,526 LQD 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 106,526 shares
    Change vs previous 13F -33,182 shares

    1.56% of the 13F portfolio, value $11,618,820.

    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 139,708 shares
    Change vs previous 13F +4,658 shares

    6.15% of the 13F portfolio, value $15,226,769.

    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 135,050 shares
    Change vs previous 13F +13,284 shares

    6.19% of the 13F portfolio, value $14,881,142.

    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 121,766 shares
    Change vs previous 13F +14,827 shares

    6% of the 13F portfolio, value $13,573,289.

    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 106,939 shares
    Change vs previous 13F -14,642 shares

    6.5% of the 13F portfolio, value $11,721,583.

    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 121,581 shares
    Change vs previous 13F +8,686 shares

    7.95% of the 13F portfolio, value $13,214,677.

    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 112,895 shares
    Change vs previous 13F +6,328 shares

    7.64% of the 13F portfolio, value $12,061,669.

    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 106,567 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $12,039,944.

    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).