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

Atlantic Edge Private Wealth Management, LLC held 12,330 TRV 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 12,330 shares
    Change vs previous 13F +3,350 shares

    0.84% of the 13F portfolio, value $4,070,498.

    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 8,980 shares
    Change vs previous 13F -29 shares

    0.65% of the 13F portfolio, value $2,619,287.

    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 9,009 shares
    Change vs previous 13F +225 shares

    0.65% of the 13F portfolio, value $2,613,134.

    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 8,784 shares
    Change vs previous 13F +60 shares

    0.63% of the 13F portfolio, value $2,452,652.

    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 8,724 shares
    Change vs previous 13F -125 shares

    0.64% of the 13F portfolio, value $2,333,962.

    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 8,849 shares
    Change vs previous 13F -79 shares

    0.72% of the 13F portfolio, value $2,340,108.

    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 8,928 shares
    Change vs previous 13F +30 shares

    0.67% of the 13F portfolio, value $2,150,780.

    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 8,898 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,083,271.

    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).