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

Atlantic Edge Private Wealth Management, LLC held 23,648 IVV 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 23,648 shares
    Change vs previous 13F +765 shares

    3.63% of the 13F portfolio, value $17,709,539.

    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 22,883 shares
    Change vs previous 13F -404 shares

    3.68% of the 13F portfolio, value $14,947,715.

    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 23,287 shares
    Change vs previous 13F +617 shares

    3.97% of the 13F portfolio, value $15,950,441.

    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 22,670 shares
    Change vs previous 13F +405 shares

    3.9% of the 13F portfolio, value $15,173,131.

    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 22,265 shares
    Change vs previous 13F +5,777 shares

    3.8% of the 13F portfolio, value $13,824,165.

    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 16,488 shares
    Change vs previous 13F +566 shares

    2.83% of the 13F portfolio, value $9,264,786.

    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 15,922 shares
    Change vs previous 13F +1,016 shares

    2.9% of the 13F portfolio, value $9,373,211.

    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 14,906 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $8,597,925.

    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).