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Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

NDAQ holding history

Nasdaq, Inc. 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of NDAQ by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−6,999−100.0%Sold outHolders
Q3 20256,999$619.1K0.3%00.0%UnchangedHolders
Q2 20256,999$625.9K0.3%00.0%UnchangedHolders
Q1 20256,999$530.9K0.3%00.0%UnchangedHolders
Q4 20246,999$541.1K0.3%00.0%UnchangedHolders
Q3 20246,999$511.0K0.3%+194+2.9%AddedHolders
Q2 20246,805$410.1K0.3%+527+8.4%AddedHolders
Q1 20246,278$396.1K0.3%+2,595+70.5%AddedHolders
Q4 20233,683$214.1K0.2%+3,683NewHolders
Q2 20220$00.0%−1,659−100.0%Sold outHolders
Q1 20221,659$296.0K0.2%−893−35.0%ReducedHolders
Q4 20212,552$536.0K0.3%+2,552NewHolders