Atlantic Private Wealth, LLC

SEC CIK: 0001893143
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. 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.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 750
Value: $13.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SOFI by Atlantic Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	750	$13.4K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	750	$11.9K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	750	$19.6K	<0.1%	+750	New	Holders