Atlantic Private Wealth, LLC: SGOV position timeline

Atlantic Private Wealth, LLC held 2,700 SGOV 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 2,700 shares

   Change vs previous 13F -2,986 shares

   0.17% of the 13F portfolio, value $271,832.

   13F-HR 0001893143-26-000003 filed by Atlantic Private Wealth, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,686 shares

   Change vs previous 13F -2,374 shares

   0.37% of the 13F portfolio, value $572,312.

   13F-HR 0001893143-26-000002 filed by Atlantic Private Wealth, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,060 shares

   Change vs previous 13F -60,831 shares

   0.52% of the 13F portfolio, value $809,050.

   13F-HR 0001893143-26-000001 filed by Atlantic Private Wealth, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 68,891 shares

   Change vs previous 13F +5,451 shares

   4.48% of the 13F portfolio, value $6,937,371.

   13F-HR 0001893143-25-000003 filed by Atlantic Private Wealth, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 63,440 shares

   Change vs previous 13F not available

   4.29% of the 13F portfolio, value $6,387,801.

   13F-HR 0001855205-25-000039 filed by Atlantic Private Wealth, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).