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INSPIRION WEALTH ADVISORS, LLC: SHV position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 15,390 SHV 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 15,390 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,697,825.

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

  2. period ended2026-06-30
    13F 15,390 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,693,516.

    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 15,390 shares
    Change vs previous 13F -2,800 shares

    0.21% of the 13F portfolio, value $1,698,902.

    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 18,190 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,003,629.

    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 18,190 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,012,360.

    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 18,190 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,008,540.

    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 18,190 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,009,267.

    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 18,190 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,004,538.

    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).