Insight Wealth Partners, LLC
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,046,173 | 94,848 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,059,966 | 94,387 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $992,916 | 91,513 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $1,017,453 | 90,763 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $955,988 | 88,764 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $950,847 | 84,295 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $869,033 | 82,844 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $902,208 | 84,794 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $938,941 | 86,939 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $889,221 | 88,129 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $883,758 | 86,728 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $798,058 | 78,241 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $803,341 | 75,502 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $772,851 | 78,943 | Shares | Sole | 2022-12-01 |
| 2022-06-30 | $891,301 | 84,244 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $989,484 | 82,457 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,023,677 | 71,436 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $759,218 | 53,769 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $178,730 | 12,142 | Shares | Sole | 2021-07-14 |