Atlantic Edge Private Wealth Management, LLC EZBC — FRANKLIN TEMPLETON DIGITAL H

Ownership history in Atlantic Edge Private Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

Atlantic Edge Private Wealth Management, LLC reported FRANKLIN TEMPLETON DIGITAL H (EZBC) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2025 Q2. The latest visible filing shows EZBC at 0.01% 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 EZBC 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 FRANKLIN TEMPLETON DIGITAL H, 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

EZBC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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.

EZBC stock page Atlantic Edge Private Wealth Management, LLC fund profile Atlantic Edge Private Wealth Management, LLC full holdings
How Atlantic Edge Private Wealth Management, LLC held EZBC — position size vs. price
% of Fund (quarterly)    EZBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,250 -3,700 -74.7% 0.01% $49K 2026-04-22 $45.60
2025 Q4 REDUCED 70.2% -22.6% ✅ 4,950 -11,650 -70.2% 0.06% $250K 2026-01-27 $51.67
2025 Q3 UNCHANGED — — — 16,600 — 0% 0.28% $1.1M 2025-10-24 $64.05
2025 Q2 ADDED — — — 16,600 +3,150 +23.4% 0.28% $1.0M 2025-07-30 $67.69
2025 Q1 UNCHANGED — — — 13,450 — 0% 0.20% $642K 2025-04-29 $55.25
2024 Q4 REDUCED 8.2% -11.8% ✅ 13,450 -1,200 -8.2% 0.23% $728K 2025-01-29 $60.44
2024 Q3 UNCHANGED — — — 14,650 — 0% 0.16% $539K 2024-11-06 $44.26
2024 Q2 ADDED — — — 14,650 +13,000 +787.9% 0.17% $510K 2024-07-26 $39.49
2024 Q1 INITIATED — — — 1,650 — — 0.02% $68K 2024-05-08 $36.06

🏢 Other funds also holding EZBC

As of 2026 Q1 — sorted by position size

Elevate Capital Advisors, LLC 0.61% RETIREMENT GUYS FORMULA LLC 3Y 0.51% Rede Wealth, LLC 3Y 0.39% FF Advisors,LLC 0.23% First Financial Group Corp 0.19% Forefront Wealth Partners, LLC 0.14% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.14% Abacus Planning Group, Inc. 3Y 7Y 0.05% Horizon Wealth Management, LLC 3Y 0.04% Abacus Wealth Partners, LLC 0.04%

FAQ About Atlantic Edge Private Wealth Management, LLC and EZBC

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 EZBC?

Atlantic Edge Private Wealth Management, LLC reported EZBC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for EZBC was 0.28% in 2025 Q2.

What is the latest reported EZBC position on this page?

The most recent filing on this page is 2026 Q1, when Atlantic Edge Private Wealth Management, LLC reported 1,250 shares, equal to 0.01% of portfolio, with an estimated market value of $49K.

What does the chart on this EZBC ownership page compare?

The chart compares Atlantic Edge Private Wealth Management, LLC's quarterly EZBC 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.

How well did Atlantic Edge Private Wealth Management, LLC time their EZBC position?

Based on 13F filing dates vs. subsequent EZBC price moves, Atlantic Edge Private Wealth Management, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EZBC relative to SPY over the holding period was -5.4%.

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