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INSPIRION WEALTH ADVISORS, LLC: SPY position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 5,510 SPY 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 5,510 shares
    Change vs previous 13F -104 shares

    0.48% of the 13F portfolio, value $4,201,796.

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

  2. period ended2026-06-30
    13F 5,614 shares
    Change vs previous 13F -42 shares

    0.48% of the 13F portfolio, value $4,186,348.

    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 5,656 shares
    Change vs previous 13F -299 shares

    0.46% of the 13F portfolio, value $3,678,618.

    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 5,955 shares
    Change vs previous 13F -601 shares

    0.5% of the 13F portfolio, value $4,061,082.

    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 6,556 shares
    Change vs previous 13F +497 shares

    0.53% of the 13F portfolio, value $3,761,518.

    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 6,059 shares
    Change vs previous 13F -538 shares

    0.5% of the 13F portfolio, value $3,743,674.

    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 6,597 shares
    Change vs previous 13F -490 shares

    0.51% of the 13F portfolio, value $3,690,352.

    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 7,087 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,171,622.

    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).