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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

AMT holding history

American Tower Corp in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
12,468
Value
$2.40M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of AMT by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202512,468$2.40M0.1%−121−1.0%ReducedHolders
Q2 202512,589$2.78M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202412,885$2.36M0.1%−662−4.9%ReducedHolders
Q3 202413,547$3.15M0.1%+137+1.0%AddedHolders
Q2 202413,410$2.61M0.1%−678−4.8%ReducedHolders
Q1 202414,088$2.78M0.1%−566−3.9%ReducedHolders
Q4 202314,654$3.16M0.2%+1,015+7.4%AddedHolders
Q3 202313,639$2.24M0.1%−884−6.1%ReducedHolders
Q2 202314,523$2.82M0.2%−99−0.7%ReducedHolders
Q1 202314,622$2.99M0.2%−1,057−6.7%ReducedHolders
Q4 202215,679$3.32M0.2%+13+0.1%AddedHolders
Q3 202215,666$3.36M0.2%−658−4.0%ReducedHolders
Q2 202216,324$4.17M0.3%+3,427+26.6%AddedHolders
Q1 202212,897$3.24M0.2%+131+1.0%AddedHolders
Q4 202112,766$3.73M0.2%+160+1.3%AddedHolders
Q3 202112,606$3.35M0.2%+86+0.7%AddedHolders
Q2 202112,520$3.38M0.2%+1,767+16.4%AddedHolders
Q1 202110,753$2.57M0.2%––Holders

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