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Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
250
Value
$85.8K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of V by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$85.8K0.1%00.0%UnchangedHolders
Q1 2026250$75.6K<0.1%−32−11.3%ReducedHolders
Q4 2025282$99.0K0.1%00.0%UnchangedHolders
Q3 2025282$96.3K0.1%00.0%UnchangedHolders
Q2 2025282$100.2K0.1%+32+12.8%AddedHolders
Q1 2025250$87.6K0.1%00.0%UnchangedHolders
Q4 2024250$79.0K0.1%00.0%UnchangedHolders
Q3 2024250$68.7K0.1%+250NewHolders