Skip to main content

Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

AMT holding history

American Tower Corp in every 13F filed by Summit Trail Advisors, 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)
15,742
Value
$2.57M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of AMT by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,742$2.57M<0.1%−386−2.4%ReducedHolders
Q1 202616,128$2.78M<0.1%+2,445+17.9%AddedHolders
Q4 202513,683$2.43M<0.1%−1,673−10.9%ReducedHolders
Q3 202515,356$2.98M<0.1%+3,206+26.4%AddedHolders
Q2 202512,150$2.71M<0.1%+3,100+34.3%AddedHolders
Q1 20259,050$1.97M0.1%+2,638+41.1%AddedHolders
Q4 20246,412$1.19M<0.1%+87+1.4%AddedHolders
Q3 20246,325$1.47M<0.1%+654+11.5%AddedHolders
Q2 20245,671$1.11M<0.1%+795+16.3%AddedHolders
Q1 20244,876$963.4K<0.1%+551+12.7%AddedHolders
Q4 20234,325$941.1K<0.1%+99+2.3%AddedHolders
Q3 20234,226$695.0K<0.1%+371+9.6%AddedHolders
Q2 20233,855$754.7K<0.1%+1,564+68.3%AddedHolders
Q1 20232,291$468.1K<0.1%+345+17.7%AddedHolders
Q4 20221,946$414.9K<0.1%−1,058−35.2%ReducedHolders
Q3 20223,004$645.0K<0.1%−514−14.6%ReducedHolders
Q2 20223,518$904.0K0.1%+1,532+77.1%AddedHolders
Q1 20221,986$499.0K<0.1%−106−5.1%ReducedHolders
Q4 20212,092$615.0K<0.1%+2,092NewHolders