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Insight Wealth Partners, LLC: UMI position timeline

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

Insight Wealth Partners, LLC held 57,492 UMI 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 57,492 shares
    Change vs previous 13F +4,726 shares

    0.45% of the 13F portfolio, value $3,382,811.

    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 52,766 shares
    Change vs previous 13F +3,654 shares

    1.25% of the 13F portfolio, value $3,091,580.

    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 49,112 shares
    Change vs previous 13F +4,393 shares

    1% of the 13F portfolio, value $2,410,418.

    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 44,719 shares
    Change vs previous 13F +2,713 shares

    1.01% of the 13F portfolio, value $2,296,494.

    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 42,006 shares
    Change vs previous 13F +28,532 shares

    1.19% of the 13F portfolio, value $2,143,137.

    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 13,474 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $700,649.

    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).