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Atlantic Private Wealth, LLC: IBTP position timeline

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

Atlantic Private Wealth, LLC held 222,302 IBTP 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 222,302 shares
    Change vs previous 13F -8,868 shares

    3.46% of the 13F portfolio, value $5,643,123.

    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 231,170 shares
    Change vs previous 13F -3,562 shares

    3.87% of the 13F portfolio, value $5,924,885.

    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 234,732 shares
    Change vs previous 13F +15,687 shares

    3.87% of the 13F portfolio, value $6,058,319.

    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 219,045 shares
    Change vs previous 13F +42,927 shares

    3.67% of the 13F portfolio, value $5,675,452.

    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 176,118 shares
    Change vs previous 13F +98,407 shares

    3.04% of the 13F portfolio, value $4,527,246.

    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 77,711 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,994,851.

    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).