ATLANTIC FAMILY WEALTH, LLC AMCR β€” AMCOR PLC

Ownership history in ATLANTIC FAMILY WEALTH, LLC  Β·  4 quarters on record

AI Ownership Summary

ATLANTIC FAMILY WEALTH, LLC reported AMCOR PLC (AMCR) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q4. The latest visible filing shows AMCR at 0.17% 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 AMCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLANTIC FAMILY WEALTH, LLC's position in AMCOR PLC, 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
2025 Q4

AMCR was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

AMCR stock page ATLANTIC FAMILY WEALTH, LLC fund profile ATLANTIC FAMILY WEALTH, LLC full holdings
How ATLANTIC FAMILY WEALTH, LLC held AMCR β€” position size vs. price
% of Fund (quarterly)    AMCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 27,190 +3,489 +14.7% 0.17% $227K 2026-02-12 $48.29
2025 Q3 ADDED β€” β€” β€” 23,701 +13,349 +129.0% 0.15% $194K 2025-11-06 $39.90
2025 Q2 REDUCED β€” β€” β€” 10,352 -36 -0.3% 0.08% $95K 2025-08-12 $47.43
2025 Q1 INITIATED β€” β€” β€” 10,388 β€” β€” 0.09% $101K 2025-05-07 $43.61

🏒 Other funds also holding AMCR

As of 2026 Q2 β€” sorted by position size

Argyle Capital Management, LLC 3Y 7Y 0.29% Curbstone Financial Management Corp 3Y 7Y 0.07% FNY Investment Advisers, LLC 3Y 7Y 0.06% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.04% VERUS CAPITAL PARTNERS, LLC 3Y 0.02% CX Institutional 3Y 7Y 0.01% Wealth Enhancement Trust Services, Inc. 0.0%

FAQ About ATLANTIC FAMILY WEALTH, LLC and AMCR

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

How long has ATLANTIC FAMILY WEALTH, LLC reported owning AMCR?

ATLANTIC FAMILY WEALTH, LLC reported AMCR across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AMCR position in ATLANTIC FAMILY WEALTH, LLC's portfolio?

The largest reported portfolio weight for AMCR was 0.17% in 2025 Q4.

What is the latest reported AMCR position on this page?

The most recent filing on this page is 2025 Q4, when ATLANTIC FAMILY WEALTH, LLC reported 27,190 shares, equal to 0.17% of portfolio, with an estimated market value of $227K.

What does the chart on this AMCR ownership page compare?

The chart compares ATLANTIC FAMILY WEALTH, LLC's quarterly AMCR 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 FAMILY WEALTH, LLC time their AMCR position?

Based on 13F filing dates vs. subsequent AMCR price moves, ATLANTIC FAMILY WEALTH, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AMCR relative to SPY over the holding period was -12.3%.

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