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Disclosery

Inlet Private Wealth, LLC: UPS position timeline

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

Inlet Private Wealth, LLC held 3,830 UPS 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 3,830 shares
    Change vs previous 13F -150 shares

    0.1% of the 13F portfolio, value $411,725.

    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 3,980 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $391,552.

    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 3,980 shares
    Change vs previous 13F -17,438 shares

    0.09% of the 13F portfolio, value $394,776.

    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 21,418 shares
    Change vs previous 13F -10,535 shares

    0.4% of the 13F portfolio, value $1,789,046.

    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 31,953 shares
    Change vs previous 13F -4,150 shares

    0.79% of the 13F portfolio, value $3,225,336.

    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 36,103 shares
    Change vs previous 13F +950 shares

    1.03% of the 13F portfolio, value $3,970,981.

    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 35,153 shares
    Change vs previous 13F -2,890 shares

    1.17% of the 13F portfolio, value $4,432,793.

    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 38,043 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $5,186,783.

    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).