Back to COF-PN

INSPIRION WEALTH ADVISORS, LLC → COF-PN

INSPIRION WEALTH ADVISORS, LLC COF-PN Position History

COF-PN

Quarters held
6
Latest value
$701K
Q3 2026
Peak value
$72M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$55.9M
Q1 2026$59.6M
Q2 2026$70.2M
Q2 2026$511K
Q3 2026$72M
Q3 2026$701K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$701K19.2K——
Q3 2026$72M2.10M——
Q2 2026$511K14.0K——
Q2 2026$70.2M2.06M——
Q1 2026$59.6M2.02M——
Q4 2025$55.9M1.89M——

Other funds holding COF-PN

Other INSPIRION WEALTH ADVISORS, LLC positions

VGES

VANGUARD WHITEHALL FDS

$103.8M
VGES

VANGUARD INDEX FDS

$100M
VGES

VANGUARD WHITEHALL FDS

$100M
VGES

VANGUARD INDEX FDS

$90.7M
VGES

VANGUARD WHITEHALL FDS

$86.9M
VGES

VANGUARD INDEX FDS

$72.5M
VGES

VANGUARD WHITEHALL FDS

$72M
VGES

VANGUARD INDEX FDS

$69.1M