Heirloom Wealth Management

SEC CIK: 0001882903
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

AMT holding history

American Tower Corp in every 13F filed by Heirloom Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overview All 13F holders of AMT Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of AMT by Heirloom Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−961−100.0%	Sold out	Holders
Q1 2022	961	$224.0K	0.2%	−815−45.9%	Reduced	Holders
Q4 2021	1,776	$441.0K	0.4%	–	No prior filing	Holders