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Disclosery

Atlantic Private Wealth, LLC: IVW position timeline

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

Atlantic Private Wealth, LLC held 1,416 IVW 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 1,416 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $194,690.

    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 1,414 shares
    Change vs previous 13F -174 shares

    0.1% of the 13F portfolio, value $159,973.

    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 1,588 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $195,747.

    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 1,586 shares
    Change vs previous 13F -17 shares

    0.12% of the 13F portfolio, value $191,507.

    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 1,603 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $176,450.

    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 1,601 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $148,606.

    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 1,599 shares
    Change vs previous 13F -1,027 shares

    0.12% of the 13F portfolio, value $162,349.

    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 2,626 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $251,529.

    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).