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Insight Wealth Partners, LLC: TBG position timeline

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

Insight Wealth Partners, LLC held 65,119 TBG 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 65,119 shares
    Change vs previous 13F +4,609 shares

    0.32% of the 13F portfolio, value $2,374,239.

    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 60,510 shares
    Change vs previous 13F +6,415 shares

    0.85% of the 13F portfolio, value $2,109,379.

    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 54,095 shares
    Change vs previous 13F +14,738 shares

    0.75% of the 13F portfolio, value $1,806,232.

    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 39,357 shares
    Change vs previous 13F +19,959 shares

    0.58% of the 13F portfolio, value $1,301,536.

    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 19,398 shares
    Change vs previous 13F +6,029 shares

    0.35% of the 13F portfolio, value $624,228.

    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 13,369 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $437,777.

    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).