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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AMT holding history

American Tower Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
18,806
Value
$3.08M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMT by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,806$3.08M<0.1%−4,794−20.3%ReducedHolders
Q1 202623,600$4.07M<0.1%−412−1.7%ReducedHolders
Q4 202524,012$4.22M0.1%+3,835+19.0%AddedHolders
Q3 202520,177$3.88M0.1%−15,223−43.0%ReducedHolders
Q2 202535,400$7.82M0.1%+1,884+5.6%AddedHolders
Q1 202533,516$7.29M0.1%+6,217+22.8%AddedHolders
Q4 202427,299$5.01M0.1%+2,579+10.4%AddedHolders
Q3 202424,720$5.75M0.1%+1,663+7.2%AddedHolders
Q2 202423,057$4.48M0.1%+11,689+102.8%AddedHolders
Q1 202411,368$2.10M0.1%+2,414+27.0%AddedHolders
Q4 20238,954$1.93M0.1%−777−8.0%ReducedHolders
Q3 20239,731$1.60M0.1%−421−4.1%ReducedHolders
Q2 202310,152$1.97M0.1%+498+5.2%AddedHolders
Q1 20239,654$1.97M0.1%+38+0.4%AddedHolders
Q4 20229,616$2.04M0.2%−376−3.8%ReducedHolders
Q3 20229,992$2.15M0.2%−735−6.9%ReducedHolders
Q2 202210,727$2.74M0.2%+48+0.4%AddedHolders
Q1 202210,679$2.68M0.2%+459+4.5%AddedHolders
Q4 202110,220$2.99M0.2%+394+4.0%AddedHolders
Q3 20219,826$2.61M0.2%+371+3.9%AddedHolders
Q2 20219,455$2.55M0.2%+74+0.8%AddedHolders
Q1 20219,381$2.24M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.