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Livermore
Livermore
ZHEN

Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

FHI holding history

Federated Hermes, Inc. 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.

FHI overviewAll 13F holders of FHIFull Q2 2026 holdings

Shares (Q2 2026)
40,750
Value
$2.25M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of FHI by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,750$2.25M0.5%−9,000−18.1%ReducedHolders
Q1 202649,750$2.82M0.7%−11,000−18.1%ReducedHolders
Q4 202560,750$3.16M0.7%−4,100−6.3%ReducedHolders
Q3 202564,850$3.37M0.8%−1,000−1.5%ReducedHolders
Q2 202565,850$2.92M0.7%−9,300−12.4%ReducedHolders
Q1 202575,150$3.06M0.8%−3,500−4.5%ReducedHolders
Q4 202478,650$3.23M0.9%−45,300−36.5%ReducedHolders
Q3 2024123,950$4.56M1.2%−33,150−21.1%ReducedHolders
Q2 2024157,100$5.17M1.4%−7,400−4.5%ReducedHolders
Q1 2024164,500$5.94M1.7%−400−0.2%ReducedHolders
Q4 2023164,900$5.58M1.7%−8,700−5.0%ReducedHolders
Q3 2023173,600$5.88M1.9%−1,300−0.7%ReducedHolders
Q2 2023174,900$6.27M1.6%+2,150+1.2%AddedHolders
Q1 2023172,750$6.93M1.8%−800−0.5%ReducedHolders
Q4 2022173,550$6.30M1.7%+2,200+1.3%AddedHolders
Q3 2022171,350$5.67M1.7%+4,000+2.4%AddedHolders
Q2 2022167,350$5.32M1.5%+140,317+519.1%AddedHolders
Q1 202227,033$921.0K0.2%00.0%UnchangedHolders
Q4 202127,033$1.02M0.2%00.0%UnchangedHolders
Q3 202127,033$879.0K0.2%00.0%UnchangedHolders
Q2 202127,033$917.0K0.2%00.0%UnchangedHolders
Q1 202127,033$846.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.