Inlet Private Wealth, LLC

Position in AXP — American Express Co

CIK 1759751 Jupiter, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,514,888

-$181,721 QoQ

Shares Held

7,435

-16.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,094

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Inlet Private Wealth, LLC holds $4,826,163 across 4 Credit Services names. AXP ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	7,435	$2,514,888
2	MA	Mastercard Inc	3,184	$1,635,302
3	PYPL	PayPal Holdings, Inc.	10,400	$449,072
4	COF	Capital One Financial Corp	1,131	$226,901

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,514,888	7,435	-16.6%	Shares	Sole	2026-08-07
2026-03-31	$2,696,609	8,915	-9.4%	Shares	Sole	2026-05-13
2025-12-31	$3,642,157	9,845	0.0%	Shares	Sole	2026-01-21
2025-09-30	$3,270,115	9,845	+0.5%	Shares	Sole	2025-10-31
2025-06-30	$3,124,409	9,795	0.0%	Shares	Sole	2025-08-05
2025-03-31	$2,635,344	9,795	0.0%	Shares	Sole	2025-05-07
2024-12-31	$2,907,058	9,795	+0.5%	Shares	Sole	2025-01-24
2024-09-30	$2,644,471	9,751	0.0%	Shares	Sole	2024-10-16
2024-06-30	$2,257,844	9,751	+1.0%	Shares	Sole	2024-07-23
2024-03-31	$2,198,346	9,655	0.0%	Shares	Sole	2024-04-25
2023-12-31	$1,808,767	9,655	0.0%	Shares	Sole	2024-01-26
2023-09-30	$1,440,429	9,655	-7.0%	Shares	Sole	2023-10-30
2023-06-30	$1,809,067	10,385	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,713,005	10,385	0.0%	Shares	Sole	2023-05-03
2022-12-31	$1,534,383	10,385	-2.2%	Shares	Sole	2023-01-23
2022-09-30	$1,433,014	10,622	+0.1%	Shares	Sole	2022-10-20
2022-06-30	$1,471,312	10,614	+1.9%	Shares	Sole	2022-07-13
2022-03-31	$1,946,857	10,411	+0.0%	Shares	Sole	2022-04-29
2021-12-31	$1,702,912	10,409	+0.0%	Shares	Sole	2022-01-31
2021-09-30	$1,743,317	10,406	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,719,383	10,406	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,471,400	10,403	+0.0%	Shares	Sole	2021-05-05
2020-12-31	$1,257,464	10,400	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,042,600	10,400	0.0%	Shares	Sole	2020-10-16
2020-06-30	$990,080	10,400	0.0%	Shares	Sole	2020-08-10
2020-03-31	$890,344	10,400	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.