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INSPIRION WEALTH ADVISORS, LLC: VUG position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 1,109,820 VUG 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 1,109,820 shares
    Change vs previous 13F +56,930 shares

    11.36% of the 13F portfolio, value $100,005,860.

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

  2. period ended2026-06-30
    13F 1,052,890 shares
    Change vs previous 13F +886,795 shares

    10.4% of the 13F portfolio, value $90,727,541.

    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 166,095 shares
    Change vs previous 13F +24,375 shares

    9.04% of the 13F portfolio, value $72,548,591.

    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 141,720 shares
    Change vs previous 13F +12,528 shares

    8.47% of the 13F portfolio, value $69,139,340.

    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 129,192 shares
    Change vs previous 13F -903 shares

    6.94% of the 13F portfolio, value $49,600,637.

    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 130,095 shares
    Change vs previous 13F -1,431 shares

    7.55% of the 13F portfolio, value $57,033,679.

    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 131,526 shares
    Change vs previous 13F -1,837 shares

    6.77% of the 13F portfolio, value $48,772,300.

    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 133,363 shares
    Change vs previous 13F not available

    7.7% of the 13F portfolio, value $55,088,361.

    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).