Atlantic Private Wealth, LLC SEC EDGAR Filings (CIK 0001893143)

SEC EDGAR filings, ownership reports, and insider transactions for Atlantic Private Wealth, LLC.

Business address
308 West Rosemary Street, Suite 301, Chapel Hill, NC, 27516
Top securities (13F)
SPY, VTI, VXUS, SGOV, VXF, IBTP, IBTG, ESGV, IBTM, EAGG, IBTH, XVV, XLE, DMXF, VEU, IVV, EMXF, COIN, IBTJ, and VUG
State of incorporation
NC
Fiscal year end
31 December
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Atlantic Private Wealth, LLC has filed 18 SEC EDGAR filings since 19 Jan 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-21457
N-PX Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-21457
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-21457
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-21457
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-21457
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-21457
N-PX Open Document Open Filing 20 Aug 2024 30 Jun 2024 028-21457
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-21457
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-21457
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-21457
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-21457
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-21457
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-21457
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-21457
13F-HR Open Document Open Filing 07 Nov 2022 30 Sep 2022 028-21457
13F-HR Open Document Open Filing 06 Jul 2022 30 Jun 2022 028-21457
13F-HR Open Document Open Filing 05 May 2022 31 Mar 2022 028-21457
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-21457