Atlantic Private Wealth, LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Private Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.
Atlantic Private Wealth, LLC held 2,969 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,969 sharesChange vs previous 13F -168 shares
0.53% of the 13F portfolio, value $859,126.
13F-HR 0001893143-26-000003 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,137 sharesChange vs previous 13F -281 shares
0.52% of the 13F portfolio, value $796,149.
13F-HR 0001893143-26-000002 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,418 sharesChange vs previous 13F +1,378 shares
0.59% of the 13F portfolio, value $929,260.
13F-HR 0001893143-26-000001 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,040 sharesChange vs previous 13F -100 shares
0.34% of the 13F portfolio, value $519,347.
13F-HR 0001893143-25-000003 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,140 sharesChange vs previous 13F -99 shares
0.29% of the 13F portfolio, value $439,058.
13F-HR 0001855205-25-000039 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,239 sharesChange vs previous 13F +150 shares
0.37% of the 13F portfolio, value $497,377.
13F-HR 0001855205-25-000026 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,089 sharesChange vs previous 13F +321 shares
0.39% of the 13F portfolio, value $523,014.
13F-HR 0001855205-25-000007 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,768 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $412,014.
13F-HR 0001855205-24-000054 filed by Atlantic Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).