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Disclosery

Insight Wealth Partners, LLC: UTWO position timeline

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

Insight Wealth Partners, LLC held 73,213 UTWO 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 73,213 shares
    Change vs previous 13F +14,305 shares

    0.47% of the 13F portfolio, value $3,511,303.

    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 58,908 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,844,232.

    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).