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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

AMT holding history

American Tower Corp in every 13F filed by Modera Wealth 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of AMT by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,454−100.0%Sold outHolders
Q1 20261,454$250.9K<0.1%−65−4.3%ReducedHolders
Q4 20251,519$266.7K<0.1%−180−10.6%ReducedHolders
Q3 20251,699$326.8K<0.1%−363−17.6%ReducedHolders
Q2 20252,062$455.8K<0.1%+121+6.2%AddedHolders
Q1 20251,941$422.4K<0.1%−5−0.3%ReducedHolders
Q4 20241,946$356.9K<0.1%−92−4.5%ReducedHolders
Q3 20242,038$474.0K<0.1%−127−5.9%ReducedHolders
Q2 20242,165$420.8K<0.1%+449+26.2%AddedHolders
Q1 20241,716$339.1K<0.1%+8+0.5%AddedHolders
Q4 20231,708$368.7K<0.1%−139−7.5%ReducedHolders
Q3 20231,847$303.7K<0.1%−174−8.6%ReducedHolders
Q2 20232,021$392.0K<0.1%+464+29.8%AddedHolders
Q1 20231,557$318.2K<0.1%−19−1.2%ReducedHolders
Q4 20221,576$333.9K<0.1%−11−0.7%ReducedHolders
Q3 20221,587$341.0K<0.1%−72−4.3%ReducedHolders
Q2 20221,659$424.0K<0.1%+26+1.6%AddedHolders
Q1 20221,633$410.0K<0.1%+189+13.1%AddedHolders
Q4 20211,444$422.0K<0.1%+604+71.9%AddedHolders
Q3 2021840$223.0K<0.1%+21+2.6%AddedHolders
Q2 2021819$221.0K<0.1%−43−5.0%ReducedHolders
Q1 2021862$206.0K<0.1%––Holders

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