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Disclosery

Inlet Private Wealth, LLC: EXP position timeline

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

Inlet Private Wealth, LLC held 5,575 EXP 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 5,575 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,254,375.

    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 5,575 shares
    Change vs previous 13F +1,475 shares

    0.27% of the 13F portfolio, value $1,056,184.

    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 4,100 shares
    Change vs previous 13F -740 shares

    0.2% of the 13F portfolio, value $847,388.

    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 4,840 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,127,914.

    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 4,840 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $978,212.

    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).