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

Atlantic Edge Private Wealth Management, LLC held 460,836 UITB 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 460,836 shares
    Change vs previous 13F +191,385 shares

    4.43% of the 13F portfolio, value $21,584,637.

    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 269,451 shares
    Change vs previous 13F -945 shares

    3.12% of the 13F portfolio, value $12,668,778.

    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 270,396 shares
    Change vs previous 13F +6,581 shares

    3.19% of the 13F portfolio, value $12,804,522.

    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 263,815 shares
    Change vs previous 13F -139 shares

    3.22% of the 13F portfolio, value $12,536,468.

    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 263,954 shares
    Change vs previous 13F +9,392 shares

    3.41% of the 13F portfolio, value $12,424,334.

    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 254,562 shares
    Change vs previous 13F +2,139 shares

    3.65% of the 13F portfolio, value $11,949,117.

    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 252,423 shares
    Change vs previous 13F +5,859 shares

    3.59% of the 13F portfolio, value $11,601,361.

    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 246,564 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $11,817,810.

    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).