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

Atlantic Edge Private Wealth Management, LLC held 13,310 IUSV 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 13,310 shares
    Change vs previous 13F +2,400 shares

    0.3% of the 13F portfolio, value $1,466,097.

    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 10,910 shares
    Change vs previous 13F +95 shares

    0.27% of the 13F portfolio, value $1,115,548.

    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 10,815 shares
    Change vs previous 13F +6,315 shares

    0.28% of the 13F portfolio, value $1,108,971.

    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 4,500 shares
    Change vs previous 13F +4,500 shares

    0.12% of the 13F portfolio, value $449,775.

    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 0 shares
    Change vs previous 13F -10,806 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 10,806 shares
    Change vs previous 13F +1,915 shares

    0.3% of the 13F portfolio, value $997,286.

    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 8,891 shares
    Change vs previous 13F -2,390 shares

    0.25% of the 13F portfolio, value $823,218.

    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 11,281 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,077,223.

    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).