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Disclosery

Atlantic Private Wealth, LLC: VTI position timeline

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

Atlantic Private Wealth, LLC held 49,664 VTI 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 49,664 shares
    Change vs previous 13F -2,060 shares

    11.26% of the 13F portfolio, value $18,377,528.

    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 51,724 shares
    Change vs previous 13F -452 shares

    10.85% of the 13F portfolio, value $16,593,644.

    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 52,176 shares
    Change vs previous 13F -2,641 shares

    11.19% of the 13F portfolio, value $17,493,031.

    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 54,817 shares
    Change vs previous 13F -3,647 shares

    11.62% of the 13F portfolio, value $17,989,207.

    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 58,464 shares
    Change vs previous 13F +12,625 shares

    11.92% of the 13F portfolio, value $17,768,881.

    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 45,839 shares
    Change vs previous 13F -1,994 shares

    9.31% of the 13F portfolio, value $12,598,316.

    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 47,833 shares
    Change vs previous 13F +13 shares

    10.44% of the 13F portfolio, value $13,862,534.

    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 47,820 shares
    Change vs previous 13F not available

    10.26% of the 13F portfolio, value $13,540,957.

    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).