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INSPIRION WEALTH ADVISORS, LLC: CAAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSPIRION WEALTH ADVISORS, LLC on CAAA, newest first. How the timeline and the estimate are built.

INSPIRION WEALTH ADVISORS, LLC held 26,509 CAAA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,509 shares
    Change vs previous 13F -3,450 shares

    0.06% of the 13F portfolio, value $522,492.

    13F-HR 0001085146-26-000823 filed by INSPIRION WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,959 shares
    Change vs previous 13F -400 shares

    0.07% of the 13F portfolio, value $608,617.

    13F-HR 0001633448-26-000005 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 30,359 shares
    Change vs previous 13F -34 shares

    0.08% of the 13F portfolio, value $616,288.

    13F-HR 0001633448-26-000003 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 30,393 shares
    Change vs previous 13F -3,315 shares

    0.08% of the 13F portfolio, value $623,057.

    13F-HR 0001633448-26-000001 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 33,708 shares
    Change vs previous 13F +1,449 shares

    0.1% of the 13F portfolio, value $698,430.

    13F-HR 0001085146-25-005788 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 32,259 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $660,664.

    13F-HR 0001085146-25-003619 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 32,259 shares
    Change vs previous 13F -500 shares

    0.09% of the 13F portfolio, value $656,309.

    13F-HR 0001085146-25-001972 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 32,759 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $659,930.

    13F-HR 0001085146-25-000197 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).