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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

AMT holding history

American Tower Corp in every 13F filed by Heritage Trust Co, 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)
22,978
Value
$3.76M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of AMT by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,978$3.76M0.3%+99+0.4%AddedHolders
Q1 202622,879$3.95M0.4%−639−2.7%ReducedHolders
Q4 202523,518$4.13M0.4%−1,787−7.1%ReducedHolders
Q3 202525,305$4.87M0.5%+341+1.4%AddedHolders
Q2 202524,964$5.52M0.6%−131−0.5%ReducedHolders
Q1 202525,095$5.46M0.7%−1,192−4.5%ReducedHolders
Q4 202426,287$4.82M0.6%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202427,249$5.30M0.7%+190+0.7%AddedHolders
Q1 202427,059$5.35M0.7%−539−2.0%ReducedHolders
Q4 202327,598$5.96M0.8%−832−2.9%ReducedHolders
Q3 202328,430$4.68M0.7%−816−2.8%ReducedHolders
Q2 202329,246$5.67M0.8%−476−1.6%ReducedHolders
Q1 202329,722$6.07M1.0%−27−0.1%ReducedHolders
Q4 202229,749$6.30M1.0%−896−2.9%ReducedHolders
Q3 202230,645$6.58M1.2%−92−0.3%ReducedHolders
Q2 202230,737$7.86M1.3%−393−1.3%ReducedHolders
Q1 202231,130$7.82M1.1%+80+0.3%AddedHolders
Q4 202131,050$9.08M1.2%+290+0.9%AddedHolders
Q3 202130,760$8.16M1.1%+1,420+4.8%AddedHolders
Q2 202129,340$7.93M1.1%+1,845+6.7%AddedHolders
Q1 202127,495$6.57M1.0%––Holders

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