Skip to content
Disclosery

Inlet Private Wealth, LLC: UL position timeline

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

Inlet Private Wealth, LLC held 15,552 UL 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 15,552 shares
    Change vs previous 13F -1,955 shares

    0.23% of the 13F portfolio, value $934,986.

    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 17,507 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $997,374.

    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 17,507 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,144,958.

    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).