Skip to content
Disclosery

Inlet Private Wealth, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Inlet Private Wealth, LLC on CB, newest first. How the timeline and the estimate are built.

Inlet Private Wealth, LLC held 14,024 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,024 shares
    Change vs previous 13F +100 shares

    1.16% of the 13F portfolio, value $4,778,538.

    13F-HR 0001172661-26-003146 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,924 shares
    Change vs previous 13F +350 shares

    1.16% of the 13F portfolio, value $4,538,249.

    13F-HR 0001172661-26-001766 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,574 shares
    Change vs previous 13F +338 shares

    0.98% of the 13F portfolio, value $4,236,717.

    13F-HR 0001172661-26-000231 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,236 shares
    Change vs previous 13F +12,521 shares

    0.84% of the 13F portfolio, value $3,735,861.

    13F-HR 0001172661-25-004520 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 715 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $207,150.

    13F-HR 0001172661-25-002881 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 710 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $214,413.

    13F-HR 0001172661-25-001612 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).