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Inlet Private Wealth, LLC: PEP position timeline

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

Inlet Private Wealth, LLC held 9,040 PEP 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 9,040 shares
    Change vs previous 13F -30 shares

    0.3% of the 13F portfolio, value $1,224,016.

    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 9,070 shares
    Change vs previous 13F -500 shares

    0.36% of the 13F portfolio, value $1,408,480.

    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 9,570 shares
    Change vs previous 13F -50 shares

    0.32% of the 13F portfolio, value $1,373,486.

    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 9,620 shares
    Change vs previous 13F -600 shares

    0.3% of the 13F portfolio, value $1,351,033.

    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 10,220 shares
    Change vs previous 13F -1,536 shares

    0.33% of the 13F portfolio, value $1,349,449.

    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 11,756 shares
    Change vs previous 13F -500 shares

    0.46% of the 13F portfolio, value $1,762,694.

    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 12,256 shares
    Change vs previous 13F -1,830 shares

    0.49% of the 13F portfolio, value $1,863,647.

    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 14,086 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,395,324.

    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).