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Insight Wealth Partners, LLC: SNPE position timeline

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

Insight Wealth Partners, LLC held 54,015 SNPE 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 54,015 shares
    Change vs previous 13F +2,818 shares

    0.5% of the 13F portfolio, value $3,719,461.

    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 51,197 shares
    Change vs previous 13F +1,004 shares

    1.23% of the 13F portfolio, value $3,048,761.

    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 50,193 shares
    Change vs previous 13F -733 shares

    1.3% of the 13F portfolio, value $3,134,582.

    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 50,926 shares
    Change vs previous 13F +539 shares

    1.35% of the 13F portfolio, value $3,057,062.

    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 50,387 shares
    Change vs previous 13F +2,042 shares

    1.55% of the 13F portfolio, value $2,786,381.

    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 48,345 shares
    Change vs previous 13F +1,813 shares

    1.47% of the 13F portfolio, value $2,438,026.

    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 46,532 shares
    Change vs previous 13F +419 shares

    1.57% of the 13F portfolio, value $2,478,740.

    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 46,113 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,424,629.

    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).