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Insight Wealth Partners, LLC: SOXX position timeline

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

Insight Wealth Partners, LLC held 8,117 SOXX 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 8,117 shares
    Change vs previous 13F +289 shares

    0.7% of the 13F portfolio, value $5,201,204.

    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 7,828 shares
    Change vs previous 13F +110 shares

    1.04% of the 13F portfolio, value $2,572,600.

    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 7,718 shares
    Change vs previous 13F -290 shares

    0.97% of the 13F portfolio, value $2,324,255.

    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 8,008 shares
    Change vs previous 13F +42 shares

    0.96% of the 13F portfolio, value $2,171,032.

    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 7,966 shares
    Change vs previous 13F +296 shares

    1.05% of the 13F portfolio, value $1,901,550.

    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 7,670 shares
    Change vs previous 13F +288 shares

    0.87% of the 13F portfolio, value $1,443,186.

    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 7,382 shares
    Change vs previous 13F +29 shares

    1.01% of the 13F portfolio, value $1,590,666.

    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 7,353 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,695,615.

    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).