NWG β€” Natwest Group PLC

Ownership history in Atlantic Private Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

Atlantic Private Wealth, LLC reported Natwest Group PLC (NWG) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows NWG 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 NWG 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 Natwest Group 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 Q3

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

High-water mark
Peak Conviction
0.0% 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
2025 Q2 to 2025 Q3

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 NWG β€” position size vs. price
% of Fund (quarterly)    NWG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 129 β€” 0% 0.00% $2K 2025-11-03 $14.84
2025 Q2 INITIATED 129 β€” β€” 0.00% $2K 2025-08-11 $13.81

🏒 Other funds also holding NWG

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.05%

FAQ About Atlantic Private Wealth, LLC and NWG

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 NWG?

Atlantic Private Wealth, LLC reported NWG across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

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

The largest reported portfolio weight for NWG was 0.00% in 2025 Q2.

What is the latest reported NWG position on this page?

The most recent filing on this page is 2025 Q3, when Atlantic Private Wealth, LLC reported 129 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this NWG ownership page compare?

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