Atlantic Edge Private Wealth Management, LLC UITB — VICTORY PORTFOLIOS II

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

AI Ownership Summary

Atlantic Edge Private Wealth Management, LLC reported VICTORY PORTFOLIOS II (UITB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.73% in 2024 Q1. The latest visible filing shows UITB at 3.11% 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 UITB 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 VICTORY PORTFOLIOS II, 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

UITB was reported at 3.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% 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
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.

UITB 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 UITB — position size vs. price
% of Fund (quarterly)    UITB 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 — — — 269,451 -945 -0.3% 3.11% $12.7M 2026-04-22 $47.10
2025 Q4 ADDED — — — 270,396 +6,581 +2.5% 3.18% $12.8M 2026-01-27 $46.91
2025 Q3 REDUCED — — — 263,815 -139 -0.1% 3.22% $12.5M 2025-10-24 $46.89
2025 Q2 ADDED — — — 263,954 +9,392 +3.7% 3.41% $12.4M 2025-07-30 $45.37
2025 Q1 ADDED — — — 254,562 +2,139 +0.8% 3.65% $11.9M 2025-04-29 $45.07
2024 Q4 ADDED — — — 252,423 +5,859 +2.4% 3.59% $11.6M 2025-01-29 $43.87
2024 Q3 ADDED — — — 246,564 +13,095 +5.6% 3.60% $11.8M 2024-11-06 $43.63
2024 Q2 REDUCED — — — 233,469 -411 -0.2% 3.59% $10.7M 2024-07-26 $43.44
2024 Q1 INITIATED — — — 233,880 — — 3.73% $10.8M 2024-05-08 $42.28

🏢 Other funds also holding UITB

As of 2026 Q1 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13.63% Cyr Financial Inc. 7.72% PLANNING DIRECTIONS INC 3Y 7Y 7.11% Envision Financial LLC 6.94% Fjell Capital, LLC 6.26% Newman Dignan & Sheerar, Inc. 3Y 7Y 4.69% Bogart Wealth, LLC 3Y 7Y 3.73% Pinnacle Wealth Management Group, Inc. 3Y 3.57% Smith Thornton Advisors LLC 3.41% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 2.95%

FAQ About Atlantic Edge Private Wealth Management, LLC and UITB

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 UITB?

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

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

The largest reported portfolio weight for UITB was 3.73% in 2024 Q1.

What is the latest reported UITB position on this page?

The most recent filing on this page is 2026 Q1, when Atlantic Edge Private Wealth Management, LLC reported 269,451 shares, equal to 3.11% of portfolio, with an estimated market value of $12.7M.

What does the chart on this UITB ownership page compare?

The chart compares Atlantic Edge Private Wealth Management, LLC's quarterly UITB 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 UITB position?

Based on 13F filing dates vs. subsequent UITB price moves, Atlantic Edge Private Wealth Management, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on UITB relative to SPY over the holding period was -11.3%.

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