Insight Wealth Partners, LLC

SEC CIK: 0001627003
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

WEA holding history

Western Asset Premier Bond Fund 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.

WEA overview All 13F holders of WEA Full Q2 2026 holdings

Shares (Q2 2026): 79,951
Value: $851.5K
% of portfolio: 0.1%
Quarters held: 21; Since Q2 2021

Holdings of WEA by Insight Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	79,951	$851.5K	0.1%	−6,623−7.7%	Reduced	Holders
Q1 2026	86,574	$916.0K	0.4%	−8,274−8.7%	Reduced	Holders
Q4 2025	94,848	$1.05M	0.4%	+461+0.5%	Added	Holders
Q3 2025	94,387	$1.06M	0.5%	+2,874+3.1%	Added	Holders
Q2 2025	91,513	$992.9K	0.6%	+750+0.8%	Added	Holders
Q1 2025	90,763	$1.02M	0.6%	+1,999+2.3%	Added	Holders
Q4 2024	88,764	$956.0K	0.6%	+4,469+5.3%	Added	Holders
Q3 2024	84,295	$950.9K	0.6%	+1,451+1.8%	Added	Holders
Q2 2024	82,844	$869.0K	0.6%	−1,950−2.3%	Reduced	Holders
Q1 2024	84,794	$902.2K	0.6%	−2,145−2.5%	Reduced	Holders
Q4 2023	86,939	$938.9K	0.7%	−1,190−1.4%	Reduced	Holders
Q3 2023	88,129	$889.2K	0.7%	+1,401+1.6%	Added	Holders
Q2 2023	86,728	$883.8K	0.7%	+8,487+10.8%	Added	Holders
Q1 2023	78,241	$798.1K	0.7%	+2,739+3.6%	Added	Holders
Q4 2022	75,502	$803.3K	0.8%	−3,441−4.4%	Reduced	Holders
Q3 2022	78,943	$773.0K	0.8%	−5,301−6.3%	Reduced	Holders
Q2 2022	84,244	$891.0K	0.7%	+1,787+2.2%	Added	Holders
Q1 2022	82,457	$989.0K	0.7%	+11,021+15.4%	Added	Holders
Q4 2021	71,436	$1.02M	0.6%	+17,667+32.9%	Added	Holders
Q3 2021	53,769	$759.0K	0.5%	+41,627+342.8%	Added	Holders
Q2 2021	12,142	$179.0K	0.1%	+12,142	New	Holders