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Manager record

Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL · CIK 2011145 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$486.55MReported 13F valueQ3 2026 · as filed
628Holdings listed
-0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $364.7M$364.7MQ2 2025511 holdingsQ3 2025: $389.3M$389.3MQ3 2025542 holdingsQ4 2025: $402.6M$402.6MQ4 2025578 holdingsQ1 2026: $407.1M$407.1MQ1 2026601 holdingsQ2 2026: $489.4M$489.4MQ2 2026619 holdingsQ3 2026: $486.6M$486.6MQ3 2026628 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$486.55M · 628 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$489.36M · 619 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$407.12M · 601 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$402.59M · 578 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$389.29M · 542 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$364.72M · 511 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology