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Disclosery

Inlet Private Wealth, LLC: HRB position timeline

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

Inlet Private Wealth, LLC held 113,852 HRB 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 113,852 shares
    Change vs previous 13F +11,100 shares

    1.05% of the 13F portfolio, value $4,335,495.

    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 102,752 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,261,357.

    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).