Inlet Private Wealth, LLC

SEC CIK: 0001759751
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv 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.

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q2 2026): 68,095
Value: $3.34M
% of portfolio: 0.8%
Quarters held: 4; Since Q3 2025

Holdings of FISV by Inlet Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	68,095	$3.34M	0.8%	+235+0.3%	Added	Holders
Q1 2026	67,860	$3.79M	1.0%	+7,025+11.5%	Added	Holders
Q4 2025	60,835	$4.09M	0.9%	+51,111+525.6%	Added	Holders
Q3 2025	9,724	$1.25M	0.3%	+9,724	New	Holders