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Disclosery

Inlet Private Wealth, LLC: SPY position timeline

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

Inlet Private Wealth, LLC held 373 SPY 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 373 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $278,545.

    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 377 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $245,178.

    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 377 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $257,084.

    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 377 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $251,150.

    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 347 shares
    Change vs previous 13F +347 shares

    0.05% of the 13F portfolio, value $214,394.

    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 0 shares
    Change vs previous 13F -347 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 347 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $203,370.

    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).