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Atlantic Private Wealth, LLC: IBTQ position timeline

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

Atlantic Private Wealth, LLC held 62,095 IBTQ 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 62,095 shares
    Change vs previous 13F +41,406 shares

    0.95% of the 13F portfolio, value $1,557,646.

    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 20,689 shares
    Change vs previous 13F +17,300 shares

    0.34% of the 13F portfolio, value $523,518.

    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 3,389 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $86,351.

    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).