Skip to content
Disclosery

Insight Wealth Partners, LLC: LQDB position timeline

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

Insight Wealth Partners, LLC held 30,240 LQDB 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 30,240 shares
    Change vs previous 13F +3,299 shares

    0.35% of the 13F portfolio, value $2,614,668.

    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 26,941 shares
    Change vs previous 13F -464 shares

    0.94% of the 13F portfolio, value $2,326,140.

    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 27,405 shares
    Change vs previous 13F +1,112 shares

    0.99% of the 13F portfolio, value $2,387,250.

    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 26,293 shares
    Change vs previous 13F +699 shares

    1.02% of the 13F portfolio, value $2,312,669.

    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 25,594 shares
    Change vs previous 13F -34 shares

    1.23% of the 13F portfolio, value $2,221,534.

    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 25,628 shares
    Change vs previous 13F -23 shares

    1.33% of the 13F portfolio, value $2,204,318.

    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 25,651 shares
    Change vs previous 13F +612 shares

    1.38% of the 13F portfolio, value $2,178,283.

    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 25,039 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,216,204.

    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).