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INSPIRION WEALTH ADVISORS, LLC: VYM position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 668,825 VYM 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 668,825 shares
    Change vs previous 13F +37,024 shares

    11.79% of the 13F portfolio, value $103,801,575.

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

  2. period ended2026-06-30
    13F 631,801 shares
    Change vs previous 13F +44,992 shares

    11.46% of the 13F portfolio, value $99,976,186.

    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 586,809 shares
    Change vs previous 13F +85,485 shares

    10.83% of the 13F portfolio, value $86,906,458.

    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 501,324 shares
    Change vs previous 13F +70,018 shares

    8.81% of the 13F portfolio, value $71,950,036.

    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 431,306 shares
    Change vs previous 13F -25,725 shares

    7.74% of the 13F portfolio, value $55,293,449.

    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 457,031 shares
    Change vs previous 13F -15 shares

    8.06% of the 13F portfolio, value $60,926,808.

    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 457,046 shares
    Change vs previous 13F +3,546 shares

    8.19% of the 13F portfolio, value $58,940,606.

    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 453,500 shares
    Change vs previous 13F not available

    8.09% of the 13F portfolio, value $57,939,203.

    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).