Atlantic Edge Private Wealth Management, LLC
Position in XYZ — Block, Inc.
CIK 2011145
JACKSONVILLE, FL
Position in XYZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$120,384
+$117,375 QoQ
Shares Held
1,584
+3068.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#786
of 1,079 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $9,381,702 across 15 Software - Infrastructure names. XYZ ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,624 | $5,828,064 | |
| 2 | ORCL |
Oracle Corp
|
20,444 | $2,996,068 | |
| 3 | PANW |
Palo Alto Networks Inc
|
481 | $164,030 | |
| 4 | XYZ |
Block, Inc.
This page
|
1,584 | $120,384 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
800 | $93,336 | |
| 6 | FFIV |
F5, Inc.
|
162 | $67,385 | |
| 7 | BB |
BLACKBERRY Ltd
|
4,275 | $54,078 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
460 | $21,940 |
All Filings in XYZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,384 | 1,584 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,009 | 50 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,254 | 50 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,420 | 75 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,396 | 50 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,716 | 50 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,249 | 50 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,356 | 50 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,224 | 50 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,229 | 50 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,867 | 50 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||