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ATLANTIC FAMILY WEALTH, LLC: CDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATLANTIC FAMILY WEALTH, LLC on CDC, newest first. How the timeline and the estimate are built.

ATLANTIC FAMILY WEALTH, LLC held 384,423 CDC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 384,423 shares
    Change vs previous 13F +3,178 shares

    18.29% of the 13F portfolio, value $28,589,654.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 381,245 shares
    Change vs previous 13F -4,244 shares

    19.67% of the 13F portfolio, value $27,231,996.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, 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 385,489 shares
    Change vs previous 13F +1,802 shares

    19.18% of the 13F portfolio, value $25,399,928.

    13F-HR 0002012511-26-000001 filed by ATLANTIC FAMILY WEALTH, 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 383,687 shares
    Change vs previous 13F +9,082 shares

    19.79% of the 13F portfolio, value $25,607,344.

    13F-HR 0002012511-25-000002 filed by ATLANTIC FAMILY WEALTH, 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 374,605 shares
    Change vs previous 13F +4,036 shares

    20.76% of the 13F portfolio, value $23,866,116.

    13F-HR 0001085146-25-004911 filed by ATLANTIC FAMILY WEALTH, 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 370,569 shares
    Change vs previous 13F +330,763 shares

    22.36% of the 13F portfolio, value $24,316,799.

    13F-HR 0001085146-25-002688 filed by ATLANTIC FAMILY WEALTH, 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 39,806 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $2,491,083.

    13F-HR 0001085146-25-000743 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).