ATLANTIC FAMILY WEALTH, LLC historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, ATLANTIC FAMILY WEALTH, LLC opened 3 positions, added to 6, reduced 7 and sold out of 1.
- Q1 2026: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 4,510.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012511), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RMR Capital Management, LLC | United States | $0.138B | 75 |
| Cogent Private Wealth, Inc. | United States | $0.139B | 98 |
| Koa Wealth Management, LLC | United States | $0.138B | 56 |
| WORMSER FRERES GESTION | France | $0.139B | 42 |
| SEVEN MILE ADVISORY | United States | $0.139B | 182 |
| Safir Wealth Advisors, LLC | United States | $0.138B | 19 |
| Michels Family Financial, LLC | United States | $0.139B | 139 |
| PMG Wealth Management, Inc. | United States | $0.139B | 59 |
| Seelaus Asset Management LLC | United States | $0.139B | 204 |
| DURANTE & WATERS, LLC | United States | $0.138B | 31 |