INSPIRION WEALTH ADVISORS, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSPIRION WEALTH ADVISORS, LLC on WM, newest first. How the timeline and the estimate are built.
INSPIRION WEALTH ADVISORS, LLC held 0 WM shares at 2025-12-31 per its 13F-HR filed 2026-01-09.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,345 shares
13F-HR 0001633448-26-000001 filed by INSPIRION WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,345 sharesChange vs previous 13F +1,632 shares
0.1% of the 13F portfolio, value $694,422.
13F-HR 0001085146-25-005788 filed by INSPIRION WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,713 sharesChange vs previous 13F +6 shares
0.05% of the 13F portfolio, value $391,969.
13F-HR 0001085146-25-003619 filed by INSPIRION WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,707 sharesChange vs previous 13F -1,638 shares
0.05% of the 13F portfolio, value $395,188.
13F-HR 0001085146-25-001972 filed by INSPIRION WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,345 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $680,340.
13F-HR 0001085146-25-000197 filed by INSPIRION WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).