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Disclosery

Atlantic Private Wealth, LLC: XLE position timeline

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

Atlantic Private Wealth, LLC held 30,332 XLE 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 30,332 shares
    Change vs previous 13F -26,052 shares

    0.99% of the 13F portfolio, value $1,610,956.

    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 56,384 shares
    Change vs previous 13F -3,354 shares

    2.26% of the 13F portfolio, value $3,454,103.

    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 59,738 shares
    Change vs previous 13F +21,880 shares

    1.71% of the 13F portfolio, value $2,670,875.

    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 37,858 shares
    Change vs previous 13F -3,769 shares

    2.19% of the 13F portfolio, value $3,382,275.

    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 41,627 shares
    Change vs previous 13F -1,049 shares

    2.37% of the 13F portfolio, value $3,530,395.

    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 42,676 shares
    Change vs previous 13F -7,532 shares

    2.95% of the 13F portfolio, value $3,988,052.

    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 50,208 shares
    Change vs previous 13F +111 shares

    3.24% of the 13F portfolio, value $4,300,786.

    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 50,097 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $4,398,540.

    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).