Insight Wealth Partners, LLC has filed its quarterly 13F-HR report for the period ending September 30, 2026. This filing is significant as it provides insight into the firm's investment holdings and strategies, which are crucial for understanding its position in the financial services sector.
Background
Founded in Texas, Insight Wealth Partners, LLC operates in the financial services industry. The firm is classified under the category of institutional investment managers, and its recent filings include several 13F-HR reports, with the latest being submitted on October 26, 2026. The company has a Central Index Key (CIK) number of 0001627003.
What the Filing Says
The filing dated October 26, 2026, indicates that it is a quarterly report detailing the firm’s holdings as of September 30, 2026. Specific details about the holdings were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors and competitors in the financial services industry. As institutional managers analyze their portfolios, Insight Wealth Partners' reported holdings could influence their strategies moving forward.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was accepted on October 26, 2026, and it covers the period ending September 30, 2026. Insight Wealth Partners, LLC submitted two documents with this filing, which include the primary report and an information table detailing their holdings.
Company Information
Insight Wealth Partners, LLC is located at 3333 Premier Drive, Suite 800, Plano, TX 75023. The firm can be reached at the phone number 972-543-4800. The company is incorporated in Texas and has an Employer Identification Number (EIN) of 272626130. Its fiscal year ends on December 31.
Document Access
The filing includes several document format files that are accessible for further review. Notably, the information table, which is part of the filing, contains detailed information about the firm's investment holdings, although specifics on these holdings were not disclosed in the summary.
Filing Limitations
The filing does not provide any analysis or commentary on the implications of the reported holdings, nor does it indicate any strategic changes or future plans for the firm based on this report.