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Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

AMT holding history

American Tower Corp in every 13F filed by Fortress Wealth Group, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of AMT by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,015−100.0%Sold outHolders
Q1 20242,015$375.5K0.2%+477+31.0%AddedHolders
Q4 20231,538$332.4K0.2%+1,538NewHolders
Q4 20220$00.0%−997−100.0%Sold outHolders
Q3 2022997$214.0K0.2%−62−5.9%ReducedHolders
Q2 20221,059$271.0K0.2%−392−27.0%ReducedHolders
Q1 20221,451$364.0K0.3%−161−10.0%ReducedHolders
Q4 20211,612$403.0K0.3%+344+27.1%AddedHolders
Q3 20211,268$336.0K0.3%+146+13.0%AddedHolders
Q2 20211,122$303.0K0.3%–No prior filingHolders