DFH DREAM FINDERS HOMES INC

Ownership history in Atlantic Edge Private Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Atlantic Edge Private Wealth Management, LLC reported DREAM FINDERS HOMES INC (DFH) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows DFH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlantic Edge Private Wealth Management, LLC's position in DREAM FINDERS HOMES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlantic Edge Private Wealth Management, LLC held DFH — position size vs. price
% of Fund (quarterly)    DFH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,288 0% 0.00% $18K 2026-04-22 $15.65
2025 Q4 UNCHANGED 1,288 0% 0.01% $22K 2026-01-27 $18.41
2025 Q3 UNCHANGED 1,288 0% 0.01% $33K 2025-10-24 $23.21
2025 Q2 UNCHANGED 1,288 0% 0.01% $32K 2025-07-30 $26.39
2025 Q1 UNCHANGED 1,288 0% 0.01% $29K 2025-04-29 $22.70
2024 Q4 UNCHANGED 1,288 0% 0.01% $30K 2025-01-29 $23.33
2024 Q3 UNCHANGED 1,288 0% 0.01% $47K 2024-11-06 $31.63
2024 Q2 UNCHANGED 1,288 0% 0.01% $33K 2024-07-26 $32.68
2024 Q1 UNCHANGED 1,288 0% 0.02% $56K 2024-05-08 $29.88
2023 Q4 INITIATED 1,288 0.02% $46K 2024-02-08 $31.60

FAQ About Atlantic Edge Private Wealth Management, LLC and DFH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlantic Edge Private Wealth Management, LLC reported owning DFH?

Atlantic Edge Private Wealth Management, LLC reported DFH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFH position in Atlantic Edge Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DFH was 0.02% in 2024 Q1.

What is the latest reported DFH position on this page?

The most recent filing on this page is 2026 Q1, when Atlantic Edge Private Wealth Management, LLC reported 1,288 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this DFH ownership page compare?

The chart compares Atlantic Edge Private Wealth Management, LLC's quarterly DFH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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