ATLANTIC FAMILY WEALTH, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ATLANTIC FAMILY WEALTH, LLC opened 4 positions, added to 12, reduced 7, sold out of 1 and left 3 unchanged. The largest increase in value was VFLO (+$6,698,198); the largest decrease was VFLO (-$5,375,830).
- VFLO: Country of operation —; Class SHARES FREE CASH; Shares 2026-03-31 136,165; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2012511): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-04). 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; share change is the position change.
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