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

Atlantic Edge Private Wealth Management, LLC held 83,531 VSLU 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 83,531 shares
    Change vs previous 13F -645 shares

    0.79% of the 13F portfolio, value $3,863,000.

    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 84,176 shares
    Change vs previous 13F +4,265 shares

    0.87% of the 13F portfolio, value $3,519,399.

    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 79,911 shares
    Change vs previous 13F +2,205 shares

    0.88% of the 13F portfolio, value $3,536,861.

    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 77,706 shares
    Change vs previous 13F +700 shares

    0.85% of the 13F portfolio, value $3,317,425.

    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 77,006 shares
    Change vs previous 13F +8,855 shares

    0.83% of the 13F portfolio, value $3,014,785.

    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 68,151 shares
    Change vs previous 13F -400 shares

    0.73% of the 13F portfolio, value $2,386,771.

    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 68,551 shares
    Change vs previous 13F +35 shares

    0.78% of the 13F portfolio, value $2,508,282.

    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 68,516 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,466,405.

    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).