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Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

CB holding history

Chubb Ltd 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.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
125
Value
$42.6K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of CB by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026125$42.6K<0.1%00.0%UnchangedHolders
Q1 2026125$40.7K<0.1%−2−1.6%ReducedHolders
Q4 2025127$39.6K<0.1%+2+1.6%AddedHolders
Q3 2025125$35.3K<0.1%00.0%UnchangedHolders
Q2 2025125$36.2K<0.1%00.0%UnchangedHolders
Q1 2025125$37.7K<0.1%00.0%UnchangedHolders
Q4 2024125$34.5K<0.1%00.0%UnchangedHolders
Q3 2024125$36.0K<0.1%+125NewHolders