Atlantic Edge Private Wealth Management, LLC
Position in BMO — Bank Of Montreal /Can/
CIK 2011145
JACKSONVILLE, FL
Position in BMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,835
+$2,068 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#621
of 653 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $9,031,628 across 12 Banks - Diversified names. BMO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,378 | $6,015,670 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,092 | $2,797,262 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
658 | $95,153 | |
| 4 | C |
Citigroup Inc
|
449 | $62,842 | |
| 5 | ING |
Ing Groep NV
|
400 | $12,552 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
150 | $12,396 | |
| 7 | RY |
Royal Bank Of Canada
|
45 | $9,313 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
50 | $8,835 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,835 | 50 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,767 | 50 | Shares | Sole | 2026-04-22 | |
| 2024-09-30 | $451 | 5 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $419 | 5 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $488 | 5 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $494 | 5 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||