Skip to main content
Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

AMT holding history

American Tower Corp in every 13F filed by Bogart Wealth, 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)
241
Value
$39.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMT by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026241$39.4K<0.1%−23,103−99.0%ReducedHolders
Q1 202623,344$4.03M0.2%+1,494+6.8%AddedHolders
Q4 202521,850$3.84M0.2%−35,573−61.9%ReducedHolders
Q3 202557,423$11.0M0.4%−140−0.2%ReducedHolders
Q2 202557,563$12.7M0.5%+20,330+54.6%AddedHolders
Q1 202537,233$8.10M0.4%+1,364+3.8%AddedHolders
Q4 202435,869$6.58M0.3%+5,869+19.6%AddedHolders
Q3 202430,000$6.98M0.3%+29,988+249,900.0%AddedHolders
Q2 202412$2.27K<0.1%−14−53.8%ReducedHolders
Q1 202426$5.15K<0.1%−300−92.0%ReducedHolders
Q4 2023326$70.3K<0.1%+300+1,153.8%AddedHolders
Q3 202326$4.21K<0.1%+12+85.7%AddedHolders
Q2 202314$2.74K<0.1%00.0%UnchangedHolders
Q1 202314$2.86K<0.1%−32−69.6%ReducedHolders
Q4 202246$9.75K<0.1%−26−36.1%ReducedHolders
Q3 202272$15.0K<0.1%+23+46.9%AddedHolders
Q2 202249$13.0K<0.1%00.0%UnchangedHolders
Q1 202249$12.0K<0.1%−18−26.9%ReducedHolders
Q4 202167$20.0K<0.1%+18+36.7%AddedHolders
Q3 202149$13.0K<0.1%00.0%UnchangedHolders
Q2 202149$13.0K<0.1%00.0%UnchangedHolders
Q1 202149$12.0K<0.1%––Holders

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