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Atlantic Private Wealth, LLC: IBTH position timeline

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

Atlantic Private Wealth, LLC held 197,699 IBTH 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 197,699 shares
    Change vs previous 13F -11,714 shares

    2.71% of the 13F portfolio, value $4,422,520.

    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 209,413 shares
    Change vs previous 13F +13,608 shares

    3.07% of the 13F portfolio, value $4,697,125.

    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 195,805 shares
    Change vs previous 13F +26,708 shares

    2.81% of the 13F portfolio, value $4,399,731.

    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 169,097 shares
    Change vs previous 13F +18,452 shares

    2.46% of the 13F portfolio, value $3,808,067.

    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 150,645 shares
    Change vs previous 13F +93,011 shares

    2.27% of the 13F portfolio, value $3,388,010.

    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 57,634 shares
    Change vs previous 13F +16,019 shares

    0.96% of the 13F portfolio, value $1,292,155.

    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 41,615 shares
    Change vs previous 13F -1,164 shares

    0.7% of the 13F portfolio, value $923,721.

    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 42,779 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $968,321.

    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).