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Atlantic Private Wealth, LLC: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Private Wealth, LLC on EAGG, newest first. How the timeline and the estimate are built.

Atlantic Private Wealth, LLC held 93,072 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,072 shares
    Change vs previous 13F -1,295 shares

    2.7% of the 13F portfolio, value $4,412,544.

    13F-HR 0001893143-26-000003 filed by Atlantic Private 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 94,367 shares
    Change vs previous 13F +11,894 shares

    2.93% of the 13F portfolio, value $4,487,151.

    13F-HR 0001893143-26-000002 filed by Atlantic Private 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 82,473 shares
    Change vs previous 13F 0 shares

    2.52% of the 13F portfolio, value $3,946,333.

    13F-HR 0001893143-26-000001 filed by Atlantic Private 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 82,473 shares
    Change vs previous 13F -1,776 shares

    2.56% of the 13F portfolio, value $3,961,178.

    13F-HR 0001893143-25-000003 filed by Atlantic Private 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 84,249 shares
    Change vs previous 13F +18 shares

    2.69% of the 13F portfolio, value $4,005,180.

    13F-HR 0001855205-25-000039 filed by Atlantic Private 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 84,231 shares
    Change vs previous 13F +11 shares

    2.96% of the 13F portfolio, value $3,999,293.

    13F-HR 0001855205-25-000026 filed by Atlantic Private 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 84,220 shares
    Change vs previous 13F -5,559 shares

    2.95% of the 13F portfolio, value $3,911,176.

    13F-HR 0001855205-25-000007 filed by Atlantic Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 89,779 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $4,362,395.

    13F-HR 0001855205-24-000054 filed by Atlantic Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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