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INSPIRION WEALTH ADVISORS, LLC: WEC position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 2,042 WEC 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 2,042 shares
    Change vs previous 13F -145 shares

    0.02% of the 13F portfolio, value $205,817.

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

  2. period ended2026-06-30
    13F 2,187 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $254,217.

    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 2,168 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $250,947.

    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 2,165 shares
    Change vs previous 13F -2,705 shares

    0.03% of the 13F portfolio, value $228,329.

    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 4,870 shares
    Change vs previous 13F +2,710 shares

    0.07% of the 13F portfolio, value $468,431.

    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 2,160 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $225,068.

    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 2,195 shares
    Change vs previous 13F -2,678 shares

    0.03% of the 13F portfolio, value $239,255.

    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 4,873 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $454,103.

    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).