ATLANTIC FAMILY WEALTH, LLC SEC EDGAR Filings (CIK 0002012511)

SEC EDGAR filings, ownership reports, and insider transactions for ATLANTIC FAMILY WEALTH, LLC.

Business address
6705 S Red Road, Suite 604, Coral Gables, FL, 33143
Top securities (13F)
IVV, CDL, CDC, IVW, VGT, COWG, VFLO, COWZ, BRKB, VBK, AAPL, NVDA, BIV, AGG, AMZN, PPA, CVX, SPY, DGRO, and QQQH
State of incorporation
FL
Fiscal year end
31 December
⭐ Add to watchlist ⭐
ATLANTIC FAMILY WEALTH, LLC has filed 6 SEC EDGAR filings since 21 Feb 2024

Latest Filings

Recent SEC filings for ATLANTIC FAMILY WEALTH, LLC including 13F-HR, SC 13G.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2026 31 Dec 2025 028-24735
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2025 30 Sep 2025 028-24735
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-24735
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2025 31 Mar 2025 028-24735
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2025 31 Dec 2024 028-24735
SC 13G Open SC 13G document View SEC filing for SC 13G ATLANTIC FAMILY WEALTH, LLC 21 Feb 2024

About this filer

ATLANTIC FAMILY WEALTH, LLC files with the SEC under CIK 0002012511. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages