Skip to content
Disclosery

Atlantic Private Wealth, LLC: IBTO position timeline

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

Atlantic Private Wealth, LLC held 3,008 IBTO 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 3,008 shares
    Change vs previous 13F -893 shares

    0.04% of the 13F portfolio, value $72,593.

    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 3,901 shares
    Change vs previous 13F -112 shares

    0.06% of the 13F portfolio, value $95,142.

    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 4,013 shares
    Change vs previous 13F +44 shares

    0.06% of the 13F portfolio, value $98,550.

    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 3,969 shares
    Change vs previous 13F -97 shares

    0.06% of the 13F portfolio, value $97,835.

    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 4,066 shares
    Change vs previous 13F -17,774 shares

    0.07% of the 13F portfolio, value $99,665.

    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 21,840 shares
    Change vs previous 13F -295 shares

    0.39% of the 13F portfolio, value $532,886.

    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 22,135 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $523,043.

    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).