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ATLANTIC FAMILY WEALTH, LLC: PM position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 1,338 PM 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 1,338 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $242,058.

    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 1,338 shares
    Change vs previous 13F -181 shares

    0.16% of the 13F portfolio, value $221,225.

    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 1,519 shares
    Change vs previous 13F +1,519 shares

    0.18% of the 13F portfolio, value $243,648.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,145 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 2,145 shares
    Change vs previous 13F +74 shares

    0.31% of the 13F portfolio, value $340,476.

    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).

  6. period ended2024-12-31
    13F 2,071 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $249,245.

    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).