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ATLANTIC FAMILY WEALTH, LLC: CDL position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 381,018 CDL 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 381,018 shares
    Change vs previous 13F +6,046 shares

    18.91% of the 13F portfolio, value $29,556,887.

    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 374,972 shares
    Change vs previous 13F +577 shares

    20.18% of the 13F portfolio, value $27,940,271.

    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 374,395 shares
    Change vs previous 13F +1,169 shares

    19.47% of the 13F portfolio, value $25,776,421.

    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 373,226 shares
    Change vs previous 13F +8,652 shares

    20.07% of the 13F portfolio, value $25,972,108.

    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 364,574 shares
    Change vs previous 13F +5,506 shares

    21.12% of the 13F portfolio, value $24,278,480.

    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 359,068 shares
    Change vs previous 13F +10,582 shares

    22.62% of the 13F portfolio, value $24,592,438.

    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 348,486 shares
    Change vs previous 13F not available

    26.92% of the 13F portfolio, value $22,765,634.

    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).