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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

AMT holding history

American Tower Corp in every 13F filed by Ibex Wealth Advisors, 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 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2021
Holdings of AMT by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−11,542−100.0%Sold outHolders
Q3 202411,542$3.13M1.0%−9,855−46.1%ReducedHolders
Q2 202421,397$4.16M0.6%+21,397NewHolders
Q4 20210$00.0%−3,929−100.0%Sold outHolders
Q3 20213,929$1.04M0.2%+3,929NewHolders