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Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Atlantic Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
302
Value
$102.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of AXP by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026302$102.0K0.1%+1+0.3%AddedHolders
Q1 2026301$91.0K0.1%−2−0.7%ReducedHolders
Q4 2025303$112.1K0.1%+303NewHolders