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Napa Wealth Management

SEC CIK
0001602844
Latest filing
Nov 12, 2025

AMT holding history

American Tower Corp in every 13F filed by Napa Wealth Management, 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)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2023
Holdings of AMT by Napa Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−11,963−100.0%Sold outHolders
Q2 202511,963$2.64M1.3%+11,963NewHolders
Q4 20240$00.0%−1,507−100.0%Sold outHolders
Q3 20241,507$350.5K0.2%+182+13.7%AddedHolders
Q2 20241,325$257.6K0.2%−43−3.1%ReducedHolders
Q1 20241,368$270.3K0.1%−9−0.7%ReducedHolders
Q4 20231,377$297.3K0.2%–No prior filingHolders