Skip to main content

Inlet Private Wealth, LLC

CIK
1759751
City
Jupiter
State / Country
FL

Top Portfolio Positions

120 positions · $427,302,345 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ARCO

Export CSV

Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,125,826 378,888
2025-12-31 $2,819,939 384,188
2025-09-30 $2,780,919 411,988
2025-06-30 $2,912,104 369,088
2025-03-31 $398,067 49,388
2024-12-31 $315,864 43,388
2024-09-30 $230,103 26,388
2024-06-30 $237,492 26,388
2024-03-31 $293,434 26,388
2023-09-30 $249,630 26,388
2023-06-30 $273,603 26,693
2023-03-31 $205,803 26,693
2022-12-31 $226,815 27,131
2022-09-30 $197,784 27,131
2022-06-30 $224,408 33,295
2022-03-31 $360,915 44,393
2021-12-31 $258,811 44,393
2021-09-30 $628,638 122,781
2021-06-30 $781,574 130,917
2021-03-31 $684,416 134,463
2020-12-31 $677,017 134,596
2020-09-30 $592,843 144,596
2020-06-30 $597,913 142,700
2020-03-31 $476,618 142,700