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Atlantic Private Wealth, LLC: IBTK position timeline

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

Atlantic Private Wealth, LLC held 30,827 IBTK 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 30,827 shares
    Change vs previous 13F -2,229 shares

    0.37% of the 13F portfolio, value $602,369.

    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 33,056 shares
    Change vs previous 13F -208 shares

    0.43% of the 13F portfolio, value $651,861.

    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 33,264 shares
    Change vs previous 13F -299 shares

    0.42% of the 13F portfolio, value $660,127.

    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 33,563 shares
    Change vs previous 13F -6,031 shares

    0.43% of the 13F portfolio, value $667,071.

    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 39,594 shares
    Change vs previous 13F -46,500 shares

    0.53% of the 13F portfolio, value $785,535.

    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 86,094 shares
    Change vs previous 13F -18,834 shares

    1.25% of the 13F portfolio, value $1,692,613.

    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 104,928 shares
    Change vs previous 13F -434 shares

    1.52% of the 13F portfolio, value $2,013,882.

    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 105,362 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,111,995.

    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).