Skip to main content

YorkBridge Wealth Partners, LLC

SEC CIK
0001696064
Latest filing
Jan 26, 2023

AMT holding history

American Tower Corp in every 13F filed by YorkBridge Wealth Partners, 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 Q4 2022 holdings

Shares (Q4 2022)
8,032
Value
$1.70M
% of portfolio
0.4%
Quarters held
8
Since Q1 2021
Holdings of AMT by YorkBridge Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20228,032$1.70M0.4%+340+4.4%AddedHolders
Q3 20227,692$1.65M0.4%+66+0.9%AddedHolders
Q2 20227,626$1.95M0.5%+53+0.7%AddedHolders
Q1 20227,573$1.90M0.4%−169−2.2%ReducedHolders
Q4 20217,742$2.27M0.5%+76+1.0%AddedHolders
Q3 20217,666$2.04M0.5%+204+2.7%AddedHolders
Q2 20217,462$2.02M0.5%+424+6.0%AddedHolders
Q1 20217,038$1.68M0.5%––Holders

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