Skip to content
Disclosery

Atlantic Private Wealth, LLC: SPY position timeline

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

Atlantic Private Wealth, LLC held 65,419 SPY 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 65,419 shares
    Change vs previous 13F -706 shares

    29.94% of the 13F portfolio, value $48,853,054.

    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 66,125 shares
    Change vs previous 13F -1,721 shares

    28.11% of the 13F portfolio, value $43,003,618.

    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 67,846 shares
    Change vs previous 13F -2,287 shares

    29.58% of the 13F portfolio, value $46,265,665.

    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 70,133 shares
    Change vs previous 13F -1,192 shares

    30.19% of the 13F portfolio, value $46,720,894.

    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 71,325 shares
    Change vs previous 13F -1,558 shares

    29.57% of the 13F portfolio, value $44,067,979.

    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 72,883 shares
    Change vs previous 13F -5,814 shares

    30.14% of the 13F portfolio, value $40,770,067.

    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 78,697 shares
    Change vs previous 13F -834 shares

    34.74% of the 13F portfolio, value $46,122,865.

    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 79,531 shares
    Change vs previous 13F not available

    34.57% of the 13F portfolio, value $45,632,004.

    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).