Skip to content
Disclosery

Atlantic Edge Private Wealth Management, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Edge Private Wealth Management, LLC on AEP, newest first. How the timeline and the estimate are built.

Atlantic Edge Private Wealth Management, LLC held 15,726 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,726 shares
    Change vs previous 13F +241 shares

    0.44% of the 13F portfolio, value $2,151,481.

    13F-HR 0002011145-26-000003 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,485 shares
    Change vs previous 13F +124 shares

    0.5% of the 13F portfolio, value $2,029,774.

    13F-HR 0002011145-26-000002 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,361 shares
    Change vs previous 13F +15,336 shares

    0.44% of the 13F portfolio, value $1,771,319.

    13F-HR 0002011145-26-000001 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,813.

    13F-HR 0002011145-25-000007 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).