Skip to content
Disclosery

Inlet Private Wealth, LLC: WM position timeline

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

Inlet Private Wealth, LLC held 32,681 WM 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 32,681 shares
    Change vs previous 13F -2,552 shares

    1.77% of the 13F portfolio, value $7,283,941.

    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 35,233 shares
    Change vs previous 13F -3,350 shares

    2.07% of the 13F portfolio, value $8,096,265.

    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 38,583 shares
    Change vs previous 13F -1,300 shares

    1.97% of the 13F portfolio, value $8,477,141.

    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 39,883 shares
    Change vs previous 13F +2 shares

    1.99% of the 13F portfolio, value $8,807,434.

    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 39,881 shares
    Change vs previous 13F -300 shares

    2.24% of the 13F portfolio, value $9,125,570.

    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 40,181 shares
    Change vs previous 13F 0 shares

    2.42% of the 13F portfolio, value $9,302,303.

    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 40,181 shares
    Change vs previous 13F 0 shares

    2.14% of the 13F portfolio, value $8,108,124.

    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 40,181 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $8,341,576.

    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).