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Insight Wealth Partners, LLC: TIP position timeline

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

Insight Wealth Partners, LLC held 44,849 TIP 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 44,849 shares
    Change vs previous 13F -15,783 shares

    0.66% of the 13F portfolio, value $4,907,780.

    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 60,632 shares
    Change vs previous 13F +3,407 shares

    2.7% of the 13F portfolio, value $6,691,331.

    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 57,225 shares
    Change vs previous 13F +2,782 shares

    2.62% of the 13F portfolio, value $6,289,603.

    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 54,443 shares
    Change vs previous 13F +7,804 shares

    2.68% of the 13F portfolio, value $6,055,177.

    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 46,639 shares
    Change vs previous 13F +430 shares

    2.85% of the 13F portfolio, value $5,132,124.

    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 46,209 shares
    Change vs previous 13F +78 shares

    3.09% of the 13F portfolio, value $5,133,403.

    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 46,131 shares
    Change vs previous 13F +3,386 shares

    3.11% of the 13F portfolio, value $4,915,301.

    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 42,745 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $4,722,011.

    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).