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Insight Wealth Partners, LLC: SPXL position timeline

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

Insight Wealth Partners, LLC held 176,249 SPXL 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 176,249 shares
    Change vs previous 13F +79,660 shares

    6.41% of the 13F portfolio, value $47,705,206.

    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 96,589 shares
    Change vs previous 13F -2,569 shares

    7.22% of the 13F portfolio, value $17,858,329.

    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 99,158 shares
    Change vs previous 13F -2,259 shares

    9.1% of the 13F portfolio, value $21,875,397.

    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 101,417 shares
    Change vs previous 13F -14,197 shares

    9.5% of the 13F portfolio, value $21,490,258.

    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 115,614 shares
    Change vs previous 13F +89,717 shares

    11.13% of the 13F portfolio, value $20,062,441.

    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 25,897 shares
    Change vs previous 13F -357 shares

    2.19% of the 13F portfolio, value $3,635,742.

    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 26,254 shares
    Change vs previous 13F -9,713 shares

    2.8% of the 13F portfolio, value $4,428,978.

    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 35,967 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $5,896,747.

    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).