Skip to content
Disclosery

ATLANTIC FAMILY WEALTH, LLC: SPY position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 880 SPY 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 880 shares
    Change vs previous 13F -3 shares

    0.42% of the 13F portfolio, value $657,846.

    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 883 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $574,841.

    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 883 shares
    Change vs previous 13F -107 shares

    0.46% of the 13F portfolio, value $602,746.

    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 990 shares
    Change vs previous 13F -8 shares

    0.51% of the 13F portfolio, value $660,106.

    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 998 shares
    Change vs previous 13F -24 shares

    0.54% of the 13F portfolio, value $617,154.

    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 1,022 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $572,174.

    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 1,022 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $599,465.

    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).