Skip to content
Disclosery

Atlantic Private Wealth, LLC: IBTG position timeline

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

Atlantic Private Wealth, LLC held 109 IBTG 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 109 shares
    Change vs previous 13F -242,730 shares

    <0.01% of the 13F portfolio, value $2,484.

    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 242,839 shares
    Change vs previous 13F -13,049 shares

    3.64% of the 13F portfolio, value $5,564,654.

    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 255,888 shares
    Change vs previous 13F +17,741 shares

    3.74% of the 13F portfolio, value $5,853,444.

    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 238,147 shares
    Change vs previous 13F +43,227 shares

    3.53% of the 13F portfolio, value $5,465,477.

    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 194,920 shares
    Change vs previous 13F +65,489 shares

    3% of the 13F portfolio, value $4,469,510.

    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 129,431 shares
    Change vs previous 13F +4,169 shares

    2.19% of the 13F portfolio, value $2,969,156.

    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 125,262 shares
    Change vs previous 13F +48,108 shares

    2.15% of the 13F portfolio, value $2,857,235.

    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 77,154 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,779,560.

    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).