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Disclosery

Atlantic Private Wealth, LLC: ESGV position timeline

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

Atlantic Private Wealth, LLC held 40,214 ESGV 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 40,214 shares
    Change vs previous 13F -2,875 shares

    3.26% of the 13F portfolio, value $5,317,836.

    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 43,089 shares
    Change vs previous 13F +662 shares

    3.16% of the 13F portfolio, value $4,837,576.

    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 42,427 shares
    Change vs previous 13F -164 shares

    3.28% of the 13F portfolio, value $5,131,942.

    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 42,591 shares
    Change vs previous 13F -102 shares

    3.26% of the 13F portfolio, value $5,044,517.

    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 42,693 shares
    Change vs previous 13F +4 shares

    3.14% of the 13F portfolio, value $4,680,849.

    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 42,689 shares
    Change vs previous 13F 0 shares

    3.09% of the 13F portfolio, value $4,181,432.

    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 42,689 shares
    Change vs previous 13F -1,354 shares

    3.37% of the 13F portfolio, value $4,477,647.

    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 44,043 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $4,477,021.

    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).