Number of Shares
105,868
Previous 43,933 140.98%
Holding current value
$3.84 Billion
Previous $1.54 Billion 149.14%
% of portfolio
2.97%
Previous 1.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

BUY
N/A
61,935 Added 140.98%
105,868 $3.84 Billion
Q2 2025

Aug 12, 2025

BUY
N/A
25,451 Added 137.71%
43,933 $1.54 Billion
Q1 2025

May 07, 2025

BUY
N/A
9,505 Added 105.88%
18,482 $569 Million
Q4 2024

Feb 04, 2025

BUY
N/A
8,977 New
8,977 $288 Million
Track This Portfolio

Track Atlantic Family Wealth, LLC Portfolio

Follow Atlantic Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Family Wealth, LLC with notifications on news.