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Insight Wealth Partners, LLC: PHYS position timeline

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

Insight Wealth Partners, LLC held 54,476 PHYS 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 54,476 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,643,541.

    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 54,476 shares
    Change vs previous 13F -18,898 shares

    0.78% of the 13F portfolio, value $1,930,629.

    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 73,374 shares
    Change vs previous 13F -691 shares

    1.01% of the 13F portfolio, value $2,422,809.

    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 74,065 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $2,193,805.

    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 74,065 shares
    Change vs previous 13F -9,964 shares

    1.04% of the 13F portfolio, value $1,877,548.

    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 84,029 shares
    Change vs previous 13F -18,789 shares

    1.22% of the 13F portfolio, value $2,021,738.

    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 102,818 shares
    Change vs previous 13F -24,783 shares

    1.31% of the 13F portfolio, value $2,070,755.

    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 127,601 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,600,508.

    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).