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Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

AMT holding history

American Tower Corp in every 13F filed by Summit Asset Management, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of AMT by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,072−100.0%Sold outHolders
Q3 20251,072$206.2K<0.1%00.0%UnchangedHolders
Q2 20251,072$236.9K<0.1%00.0%UnchangedHolders
Q1 20251,072$233.3K<0.1%+1,072NewHolders
Q4 20240$00.0%−1,068−100.0%Sold outHolders
Q3 20241,068$248.4K<0.1%00.0%UnchangedHolders
Q2 20241,068$207.6K<0.1%+30+2.9%AddedHolders
Q1 20241,038$205.1K<0.1%00.0%UnchangedHolders
Q4 20231,038$224.1K0.1%+1,038NewHolders