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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AMT holding history

American Tower Corp in every 13F filed by Creative Planning, 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)
176,000
Value
$28.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026176,000$28.8M<0.1%+19,860+12.7%AddedHolders
Q1 2026156,140$26.9M<0.1%−5,736−3.5%ReducedHolders
Q4 2025161,876$28.4M<0.1%+32,758+25.4%AddedHolders
Q3 2025129,118$24.8M<0.1%+36,919+40.0%AddedHolders
Q2 202592,199$20.4M<0.1%+8,959+10.8%AddedHolders
Q1 202583,240$18.1M<0.1%+14,374+20.9%AddedHolders
Q4 202468,866$12.6M<0.1%−6,774−9.0%ReducedHolders
Q3 202475,640$17.6M<0.1%+4,999+7.1%AddedHolders
Q2 202470,641$13.7M<0.1%+3,861+5.8%AddedHolders
Q1 202466,780$13.2M<0.1%+4,938+8.0%AddedHolders
Q4 202361,842$13.4M<0.1%+11,903+23.8%AddedHolders
Q3 202349,939$8.21M<0.1%−3,854−7.2%ReducedHolders
Q2 202353,793$10.4M<0.1%+1,466+2.8%AddedHolders
Q1 202352,327$10.7M<0.1%−1,967−3.6%ReducedHolders
Q4 202254,294$11.5M<0.1%+3,583+7.1%AddedHolders
Q3 202250,711$10.9M<0.1%−2,696−5.0%ReducedHolders
Q2 202253,407$13.7M<0.1%+3,318+6.6%AddedHolders
Q1 202250,089$12.6M<0.1%+5,618+12.6%AddedHolders
Q4 202144,471$13.0M<0.1%−496−1.1%ReducedHolders
Q3 202144,967$11.9M<0.1%−4,061−8.3%ReducedHolders
Q2 202149,028$13.2M<0.1%+2,151+4.6%AddedHolders
Q1 202146,877$11.2M<0.1%––Holders

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