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Atlantic Private Wealth, LLC: IBTM position timeline

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

Atlantic Private Wealth, LLC held 293,989 IBTM 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 293,989 shares
    Change vs previous 13F +59,363 shares

    4.09% of the 13F portfolio, value $6,672,071.

    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 234,626 shares
    Change vs previous 13F +13,686 shares

    3.52% of the 13F portfolio, value $5,380,072.

    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 220,940 shares
    Change vs previous 13F +21,781 shares

    3.26% of the 13F portfolio, value $5,098,182.

    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 199,159 shares
    Change vs previous 13F +16,516 shares

    2.98% of the 13F portfolio, value $4,606,554.

    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 182,643 shares
    Change vs previous 13F +84,558 shares

    2.82% of the 13F portfolio, value $4,206,261.

    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 98,085 shares
    Change vs previous 13F -14,628 shares

    1.66% of the 13F portfolio, value $2,245,170.

    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 112,713 shares
    Change vs previous 13F +762 shares

    1.88% of the 13F portfolio, value $2,502,222.

    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 111,951 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,628,613.

    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).