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Aprio Wealth Management, LLC

SEC CIK
0001803519
Latest filing
Jul 24, 2026

AMT holding history

American Tower Corp in every 13F filed by Aprio 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)
6,885
Value
$1.13M
% of portfolio
0.1%
Quarters held
11
Since Q2 2022
Holdings of AMT by Aprio Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,885$1.13M0.1%+1,713+33.1%AddedHolders
Q1 20265,172$892.6K<0.1%+2,262+77.7%AddedHolders
Q4 20252,910$510.8K<0.1%−261−8.2%ReducedHolders
Q3 20253,171$609.8K0.1%+1,016+47.1%AddedHolders
Q2 20252,155$476.2K0.1%+574+36.3%AddedHolders
Q1 20251,581$344.0K<0.1%−309−16.3%ReducedHolders
Q4 20241,890$346.6K0.1%−437−18.8%ReducedHolders
Q3 20242,327$541.1K0.1%+390+20.1%AddedHolders
Q2 20241,937$376.4K0.1%+90+4.9%AddedHolders
Q1 20241,847$364.9K0.1%+1,847NewHolders
Q3 20220$00.0%−993−100.0%Sold outHolders
Q2 2022993$254.0K0.1%+993NewHolders