Insight Wealth Partners, LLC

Business address
3333 Premier Drive, Suite 800, Plano, TX, 75023
Top securities (13F)
VCIT, SPXL, LQD, JPST, FBND, IAU, JBND, TIP, UITB, GTO, NVDA, HYG, FALN, IG, EMB, MUB, CMBS, SNPE, BOND, and VCSH
State of incorporation
TX
Fiscal year end
31 December
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Insight Wealth Partners, LLC has filed 26 SEC EDGAR filings since 16 Mar 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-20201
N-PX Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-20201
13F-HR Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-20201
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-20201
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-20201
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-20201
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-20201
N-PX Open Document Open Filing 15 Jul 2024 30 Jun 2024 028-20201
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-20201
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-20201
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-20201
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-20201
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-20201
13F-HR Open Document Open Filing 01 Feb 2023 31 Dec 2022 028-20201
13F-HR Open Document Open Filing 01 Dec 2022 30 Sep 2022 028-20201
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-20201
13F-HR Open Document Open Filing 02 May 2022 31 Mar 2022 028-20201
13F-HR Open Document Open Filing 04 Feb 2022 31 Dec 2021 028-20201
13F-HR Open Document Open Filing 05 Nov 2021 30 Sep 2021 028-20201
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-20201
13F-HR Open Document Open Filing 20 Apr 2021 31 Mar 2021 028-20201
13F-HR Open Document Open Filing 19 Jan 2021 31 Dec 2020 028-20201
13F-HR Open Document Open Filing 16 Oct 2020 30 Sep 2020 028-20201
13F-HR Open Document Open Filing 20 Jul 2020 30 Jun 2020 028-20201
13F-HR Open Document Open Filing 07 May 2020 31 Mar 2020 028-20201
13F-HR Open Document Open Filing 16 Mar 2020 31 Dec 2019 028-20201