Atlantic Edge Private Wealth Management, LLC
Position in DFH — Dream Finders Homes, Inc.
CIK 2011145
JACKSONVILLE, FL
Position in DFH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,230
+$4,302 QoQ
Shares Held
1,288
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 204 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,769,431 across 4 Residential Construction names. DFH ranks #3 (1.3% of the industry book) .
All Filings in DFH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,230 | 1,288 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,928 | 1,288 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,024 | 1,288 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $33,384 | 1,288 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $32,367 | 1,288 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,057 | 1,288 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $29,971 | 1,288 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $46,638 | 1,288 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $33,256 | 1,288 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $56,324 | 1,288 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $45,762 | 1,288 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||