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Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

IVT holding history

InvenTrust Properties Corp. in every 13F filed by Insight Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVT overviewAll 13F holders of IVTFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2021
Holdings of IVT by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−11,588−100.0%Sold outHolders
Q4 202111,588$316.0K0.2%+11,588NewHolders