CLNN β€” Clene Inc

Ownership history in Atlantic Private Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

Atlantic Private Wealth, LLC reported Clene Inc (CLNN) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows CLNN 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 CLNN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlantic Private Wealth, LLC's position in Clene 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
2025 Q4

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

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

How Atlantic Private Wealth, LLC held CLNN β€” position size vs. price
% of Fund (quarterly)    CLNN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,205 β€” 0% 0.01% $13K 2026-02-14 (Est.) $4.23
2025 Q3 UNCHANGED 2,205 β€” 0% 0.01% $13K 2025-11-03 $11.98
2025 Q2 UNCHANGED 2,205 β€” 0% 0.01% $9K 2025-08-11 $3.82
2025 Q1 UNCHANGED 2,205 β€” 0% 0.01% $7K 2025-05-09 $2.63
2024 Q4 UNCHANGED 2,205 β€” 0% 0.01% $12K 2025-02-11 $4.58
2024 Q3 INITIATED 2,205 β€” β€” 0.01% $10K 2024-11-07 $5.89

FAQ About Atlantic Private Wealth, LLC and CLNN

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

How long has Atlantic Private Wealth, LLC reported owning CLNN?

Atlantic Private Wealth, LLC reported CLNN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

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

The largest reported portfolio weight for CLNN was 0.01% in 2024 Q4.

What is the latest reported CLNN position on this page?

The most recent filing on this page is 2025 Q4, when Atlantic Private Wealth, LLC reported 2,205 shares, equal to 0.01% of portfolio, with an estimated market value of $13K.

What does the chart on this CLNN ownership page compare?

The chart compares Atlantic Private Wealth, LLC's quarterly CLNN 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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