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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

AMT holding history

American Tower Corp in every 13F filed by Segment 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of AMT by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,042−100.0%Sold outHolders
Q3 20251,042$200.4K<0.1%00.0%UnchangedHolders
Q2 20251,042$230.3K<0.1%00.0%UnchangedHolders
Q1 20251,042$226.7K<0.1%+1,042NewHolders
Q1 20240$00.0%−42,762−100.0%Sold outHolders
Q4 202342,762$9.23M0.8%−2,973−6.5%ReducedHolders
Q3 202345,735$7.52M0.8%+2,626+6.1%AddedHolders
Q2 202343,109$8.36M0.9%−97−0.2%ReducedHolders
Q1 202343,206$8.83M1.0%+1,724+4.2%AddedHolders
Q4 202241,482$8.79M1.0%+2,028+5.1%AddedHolders
Q3 202239,454$8.47M1.1%+1,870+5.0%AddedHolders
Q2 202237,584$9.61M1.2%+2,049+5.8%AddedHolders
Q1 202235,535$8.93M0.9%+3,549+11.1%AddedHolders
Q4 202131,986$9.36M1.0%+460+1.5%AddedHolders
Q3 202131,526$8.37M1.0%+401+1.3%AddedHolders
Q2 202131,125$8.41M1.0%+1,150+3.8%AddedHolders
Q1 202129,975$7.17M1.0%––Holders

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