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Livermore
Livermore
ZHEN

Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

AMT holding history

American Tower Corp in every 13F filed by Robertson Stephens Wealth Management, 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)
1,440
Value
$238.1K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of AMT by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,440$238.1K<0.1%−12−0.8%ReducedHolders
Q1 20261,452$250.6K<0.1%+34+2.4%AddedHolders
Q4 20251,418$251.4K<0.1%+373+35.7%AddedHolders
Q3 20251,045$202.8K<0.1%−63−5.7%ReducedHolders
Q2 20251,108$246.7K<0.1%−63−5.4%ReducedHolders
Q1 20251,171$254.9K<0.1%−70−5.6%ReducedHolders
Q4 20241,241$229.5K<0.1%−2,792−69.2%ReducedHolders
Q3 20244,033$937.9K<0.1%+4,033NewHolders
Q1 20240$00.0%−1,249−100.0%Sold outHolders
Q4 20231,249$271.8K<0.1%−156−11.1%ReducedHolders
Q3 20231,405$231.0K<0.1%+280+24.9%AddedHolders
Q2 20231,125$219.9K<0.1%−79−6.6%ReducedHolders
Q1 20231,204$246.1K<0.1%−4−0.3%ReducedHolders
Q4 20221,208$257.9K<0.1%+1,208NewHolders
Q3 20220$00.0%−992−100.0%Sold outHolders
Q2 2022992$254.0K<0.1%−30−2.9%ReducedHolders
Q1 20221,022$256.0K<0.1%−1,284−55.7%ReducedHolders
Q4 20212,306$677.0K0.1%+2,306NewHolders
Q3 20210$00.0%−917−100.0%Sold outHolders
Q2 2021917$248.0K<0.1%−898−49.5%ReducedHolders
Q1 20211,815$433.0K0.1%––Holders

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