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Livermore
Livermore
ZHEN

Pasadena Private Wealth, LLC

SEC CIK
0001760578
Latest filing
Aug 10, 2026

AMT holding history

American Tower Corp in every 13F filed by Pasadena Private 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)
4,257
Value
$696.4K
% of portfolio
0.1%
Quarters held
17
Since Q4 2021
Holdings of AMT by Pasadena Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,257$696.4K0.1%00.0%UnchangedHolders
Q1 20264,257$734.7K0.1%−1,433−25.2%ReducedHolders
Q4 20255,690$999.0K0.1%+4,146+268.5%AddedHolders
Q3 20251,544$297.0K<0.1%+60+4.0%AddedHolders
Q2 20251,484$328.0K0.1%00.0%UnchangedHolders
Q1 20251,484$323.0K0.1%+1,484NewHolders
Q4 20240$00.0%−1,058−100.0%Sold outHolders
Q3 20241,058$246.2K0.1%−257−19.5%ReducedHolders
Q2 20241,315$255.5K0.1%−29−2.2%ReducedHolders
Q1 20241,344$265.5K0.1%+121+9.9%AddedHolders
Q4 20231,223$263.9K0.1%+1,223NewHolders
Q3 20230$00.0%−1,115−100.0%Sold outHolders
Q2 20231,115$216.3K0.1%00.0%UnchangedHolders
Q1 20231,115$227.8K0.1%00.0%UnchangedHolders
Q4 20221,115$236.2K0.1%−281−20.1%ReducedHolders
Q3 20221,396$300.0K0.1%+81+6.2%AddedHolders
Q2 20221,315$336.0K0.1%00.0%UnchangedHolders
Q1 20221,315$330.0K0.1%+20+1.5%AddedHolders
Q4 20211,295$379.0K0.1%+1,295NewHolders