Manager × security

Insight Wealth Partners, LLC F holdings history

Who else holds this security? →

FORD MOTOR CO · CUSIP 345370860 · CIK 1627003

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Insight Wealth Partners, LLC reported 647.83K F (shares), valued at $9.00M, or 1.21% of its reported non-derivative portfolio. Filed 2026-08-06.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.21%
Shares
647.83K
647,831
Reported value
$9.00M
USD

Shares increased 1268.61%; reported value increased 1548.51%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.21%647,831SEC filing ↗Filed Aug 6, 2026
Q1 20260.22%47,335SEC filing ↗Filed May 14, 2026
Q4 20250.26%47,016SEC filing ↗Filed Feb 17, 2026
Q3 20250.25%47,316SEC filing ↗Filed Nov 12, 2025
Q2 20250.28%46,749SEC filing ↗Filed Jul 31, 2025
Q1 20250.28%46,113SEC filing ↗Filed May 15, 2025
Q4 20240.28%44,771SEC filing ↗Filed Feb 14, 2025
Q3 20240.29%44,371SEC filing ↗Filed Nov 13, 2024
Q2 20240.36%44,144SEC filing ↗Filed Jul 18, 2024
Q1 20240.37%43,301SEC filing ↗Filed May 10, 2024
Q4 20230.39%42,229SEC filing ↗Filed Feb 13, 2024
Q3 20230.44%41,718SEC filing ↗Filed Oct 30, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.44%41,718$518.14KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 30, 2023
Q4 20230.39%42,229$514.77KShares increased 1.22%; reported value decreased 0.65%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2024
Q1 20240.37%43,301$575.04KShares increased 2.54%; reported value increased 11.71%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 10, 2024
Q2 20240.36%44,144$553.56KShares increased 1.95%; reported value decreased 3.73%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 18, 2024
Q3 20240.29%44,371$468.56KShares increased 0.51%; reported value decreased 15.36%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20240.28%44,771$443.23KShares increased 0.90%; reported value decreased 5.41%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20250.28%46,113$462.51KShares increased 3.00%; reported value increased 4.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20250.28%46,749$507.22KShares increased 1.38%; reported value increased 9.67%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2025
Q3 20250.25%47,316$565.90KShares increased 1.21%; reported value increased 11.57%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2025
Q4 20250.26%47,016$616.85KShares decreased 0.63%; reported value increased 9.00%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 17, 2026
Q1 20260.22%47,335$546.24KShares increased 0.68%; reported value decreased 11.45%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2026
Q2 20261.21%647,831$9.00MShares increased 1268.61%; reported value increased 1548.51%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 6, 2026
Insight Wealth Partners, LLC · FORD MOTOR CO

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1627003","quarter":"2026Q2","cusip":"345370860"}

get_institutional_manager_history
{"cik":"1627003","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.