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INSPIRION WEALTH ADVISORS, LLC: CEF position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 65,663 CEF 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 65,663 shares
    Change vs previous 13F -2,019 shares

    0.31% of the 13F portfolio, value $2,727,641.

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

  2. period ended2026-06-30
    13F 67,682 shares
    Change vs previous 13F -6,721 shares

    0.31% of the 13F portfolio, value $2,730,292.

    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 74,403 shares
    Change vs previous 13F +6,584 shares

    0.44% of the 13F portfolio, value $3,550,511.

    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 67,819 shares
    Change vs previous 13F +11,886 shares

    0.38% of the 13F portfolio, value $3,106,110.

    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 55,933 shares
    Change vs previous 13F -1,306 shares

    0.19% of the 13F portfolio, value $1,369,799.

    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 57,239 shares
    Change vs previous 13F -365 shares

    0.23% of the 13F portfolio, value $1,722,894.

    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 57,604 shares
    Change vs previous 13F +2,515 shares

    0.23% of the 13F portfolio, value $1,636,530.

    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 55,089 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,354,639.

    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).