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Disclosery

Atlantic Private Wealth, LLC: VT position timeline

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

Atlantic Private Wealth, LLC held 0 VT 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 0 shares
    Change vs previous 13F -2,371 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,371 shares
    Change vs previous 13F +122 shares

    0.05% of the 13F portfolio, value $71,009.

    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 2,249 shares
    Change vs previous 13F +702 shares

    0.04% of the 13F portfolio, value $68,557.

    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 1,547 shares
    Change vs previous 13F +158 shares

    0.03% of the 13F portfolio, value $45,717.

    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 1,389 shares
    Change vs previous 13F +68 shares

    0.03% of the 13F portfolio, value $38,172.

    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 1,321 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $32,635.

    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 1,241 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $30,958.

    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 1,191 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $30,072.

    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).