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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

AMT holding history

American Tower Corp in every 13F filed by West Financial Advisors, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2023
Holdings of AMT by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−36−100.0%Sold outHolders
Q2 202536$7.96K<0.1%00.0%UnchangedHolders
Q1 202536$7.83K<0.1%00.0%UnchangedHolders
Q4 202436$6.60K<0.1%00.0%UnchangedHolders
Q3 202436$8.37K<0.1%00.0%UnchangedHolders
Q2 202436$7.00K<0.1%00.0%UnchangedHolders
Q1 202436$7.11K<0.1%00.0%UnchangedHolders
Q4 202336$7.77K<0.1%00.0%UnchangedHolders
Q3 202336$5.92K<0.1%00.0%UnchangedHolders
Q2 202336$6.98K<0.1%+36NewHolders