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INSPIRION WEALTH ADVISORS, LLC: IWS position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 52,781 IWS 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 52,781 shares
    Change vs previous 13F -231 shares

    0.96% of the 13F portfolio, value $8,483,950.

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

  2. period ended2026-06-30
    13F 53,012 shares
    Change vs previous 13F -34 shares

    1% of the 13F portfolio, value $8,739,017.

    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 53,046 shares
    Change vs previous 13F -943 shares

    0.96% of the 13F portfolio, value $7,730,980.

    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 53,989 shares
    Change vs previous 13F -6,474 shares

    0.93% of the 13F portfolio, value $7,615,117.

    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 60,463 shares
    Change vs previous 13F +650 shares

    1.12% of the 13F portfolio, value $7,996,195.

    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 59,813 shares
    Change vs previous 13F -86 shares

    1.05% of the 13F portfolio, value $7,903,634.

    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 59,899 shares
    Change vs previous 13F -111 shares

    1.05% of the 13F portfolio, value $7,545,529.

    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 60,010 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $7,780,954.

    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).