Position in FHI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,250,215
-$571,107 QoQ
Shares Held
40,750
-18.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#109
of 388 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Inlet Private Wealth, LLC holds $7,573,177 across 3 Asset Management names. FHI ranks #3 (29.7% of the industry book) .
All Filings in FHI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,250,215 | 40,750 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,821,322 | 49,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,163,252 | 60,750 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,367,660 | 64,850 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,918,472 | 65,850 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,063,865 | 75,150 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,233,301 | 78,650 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,557,641 | 123,950 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,165,448 | 157,100 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,941,740 | 164,500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,583,514 | 164,900 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,879,832 | 173,600 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,270,165 | 174,900 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,934,185 | 172,750 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,301,600 | 173,550 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,675,112 | 171,350 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,320,056 | 167,350 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $920,743 | 27,033 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,015,900 | 27,033 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $916,689 | 27,033 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $846,132 | 27,033 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $780,983 | 27,033 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $581,479 | 27,033 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $640,682 | 27,033 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $514,978 | 27,033 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||