Skip to content
Disclosery

Atlantic Edge Private Wealth Management, LLC: IEFA 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 IEFA, newest first. How the timeline and the estimate are built.

Atlantic Edge Private Wealth Management, LLC held 282,364 IEFA 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 282,364 shares
    Change vs previous 13F -8,532 shares

    5.6% of the 13F portfolio, value $27,270,689.

    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 290,896 shares
    Change vs previous 13F +6,350 shares

    6.49% of the 13F portfolio, value $26,334,815.

    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 284,546 shares
    Change vs previous 13F +17,490 shares

    6.33% of the 13F portfolio, value $25,455,509.

    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 267,056 shares
    Change vs previous 13F -7,294 shares

    6% of the 13F portfolio, value $23,316,625.

    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).

  5. period ended2025-06-30
    13F 274,350 shares
    Change vs previous 13F -48 shares

    6.29% of the 13F portfolio, value $22,902,705.

    13F-HR 0002011145-25-000005 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).

  6. period ended2025-03-31
    13F 274,398 shares
    Change vs previous 13F +24,592 shares

    6.34% of the 13F portfolio, value $20,758,246.

    13F-HR 0002011145-25-000004 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).

  7. period ended2024-12-31
    13F 249,806 shares
    Change vs previous 13F -7,018 shares

    5.44% of the 13F portfolio, value $17,556,336.

    13F-HR 0002011145-25-000002 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).

  8. period ended2024-09-30
    13F 256,824 shares
    Change vs previous 13F not available

    6.1% of the 13F portfolio, value $20,045,093.

    13F-HR 0002011145-24-000004 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).