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Insight Wealth Partners, LLC: UITB position timeline

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

Insight Wealth Partners, LLC held 152,068 UITB 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 152,068 shares
    Change vs previous 13F +15,656 shares

    0.96% of the 13F portfolio, value $7,122,561.

    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 136,412 shares
    Change vs previous 13F +669 shares

    2.59% of the 13F portfolio, value $6,413,683.

    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 135,743 shares
    Change vs previous 13F +9,027 shares

    2.67% of the 13F portfolio, value $6,428,069.

    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 126,716 shares
    Change vs previous 13F +23,117 shares

    2.66% of the 13F portfolio, value $6,021,544.

    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 103,599 shares
    Change vs previous 13F +7,529 shares

    2.7% of the 13F portfolio, value $4,876,405.

    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 96,070 shares
    Change vs previous 13F -649 shares

    2.71% of the 13F portfolio, value $4,509,526.

    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 96,719 shares
    Change vs previous 13F -27,772 shares

    2.81% of the 13F portfolio, value $4,445,205.

    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 124,491 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $5,966,854.

    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).