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Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

DFS holding history

Discover Financial Services in every 13F filed by Inlet Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of DFS by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,910−100.0%Sold outHolders
Q1 20251,910$326.0K0.1%−275−12.6%ReducedHolders
Q4 20242,185$378.5K0.1%−1,000−31.4%ReducedHolders
Q3 20243,185$446.8K0.1%+75+2.4%AddedHolders
Q2 20243,110$406.8K0.1%+10+0.3%AddedHolders
Q1 20243,100$406.4K0.1%+3,100NewHolders