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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

AMT holding history

American Tower Corp in every 13F filed by Arkadios Wealth Advisors, 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)
3,693
Value
$604.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMT by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,693$604.0K<0.1%+1,552+72.5%AddedHolders
Q1 20262,141$369.4K<0.1%+149+7.5%AddedHolders
Q4 20251,992$349.8K<0.1%+440+28.4%AddedHolders
Q3 20251,552$298.5K<0.1%+262+20.3%AddedHolders
Q2 20251,290$285.1K<0.1%−178−12.1%ReducedHolders
Q1 20251,468$319.4K<0.1%−159−9.8%ReducedHolders
Q4 20241,627$298.4K<0.1%−110−6.3%ReducedHolders
Q3 20241,737$403.9K<0.1%+67+4.0%AddedHolders
Q2 20241,670$324.6K<0.1%00.0%UnchangedHolders
Q1 20241,670$330.0K<0.1%−82−4.7%ReducedHolders
Q4 20231,752$378.2K<0.1%−189−9.7%ReducedHolders
Q3 20231,941$319.2K<0.1%−470−19.5%ReducedHolders
Q2 20232,411$467.5K0.1%−623−20.5%ReducedHolders
Q1 20233,034$619.9K0.1%−35−1.1%ReducedHolders
Q4 20223,069$650.2K0.1%+282+10.1%AddedHolders
Q3 20222,787$598.0K0.1%+485+21.1%AddedHolders
Q2 20222,302$588.0K0.1%+215+10.3%AddedHolders
Q1 20222,087$524.0K0.1%+103+5.2%AddedHolders
Q4 20211,984$580.0K0.1%+195+10.9%AddedHolders
Q3 20211,789$475.0K0.1%+201+12.7%AddedHolders
Q2 20211,588$429.0K0.1%+663+71.7%AddedHolders
Q1 2021925$221.0K<0.1%––Holders

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