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INSPIRION WEALTH ADVISORS, LLC: JMBS position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 882,191 JMBS 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 882,191 shares
    Change vs previous 13F +31,245 shares

    4.24% of the 13F portfolio, value $37,281,380.

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

  2. period ended2026-06-30
    13F 850,946 shares
    Change vs previous 13F +84,823 shares

    4.37% of the 13F portfolio, value $38,173,434.

    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 766,123 shares
    Change vs previous 13F +112,401 shares

    4.31% of the 13F portfolio, value $34,613,455.

    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 653,722 shares
    Change vs previous 13F +330,114 shares

    3.66% of the 13F portfolio, value $29,868,572.

    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 323,608 shares
    Change vs previous 13F -193,642 shares

    2.11% of the 13F portfolio, value $15,096,294.

    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 517,250 shares
    Change vs previous 13F +21,002 shares

    3.08% of the 13F portfolio, value $23,302,132.

    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 496,248 shares
    Change vs previous 13F +97,360 shares

    3.12% of the 13F portfolio, value $22,430,408.

    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 398,888 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $17,543,090.

    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).