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Disclosery

Inlet Private Wealth, LLC: IWM position timeline

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

Inlet Private Wealth, LLC held 1,649 IWM 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 1,649 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $495,442.

    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 1,649 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $408,952.

    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 1,649 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $405,918.

    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 1,649 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $398,992.

    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 1,569 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $338,575.

    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 1,569 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $312,999.

    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).

  7. period ended2024-12-31
    13F 1,569 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $346,686.

    13F-HR 0001172661-25-000346 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).

  8. period ended2024-09-30
    13F 1,569 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $346,576.

    13F-HR 0001172661-24-004278 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).