Roberts Wealth Advisors, LLC
- SEC CIK
- 0001885319
- Latest filing
- Jul 29, 2026
AMT holding history
American Tower Corp in every 13F filed by Roberts Wealth 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 (Q2 2026)
- 27,705
- Value
- $4.53M
- % of portfolio
- 1.0%
- Quarters held
- 17
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,705 | $4.53M | 1.0% | +1,076+4.0% | Added | Holders |
| Q1 2026 | 26,629 | $4.60M | 1.2% | +9,786+58.1% | Added | Holders |
| Q4 2025 | 16,843 | $2.96M | 0.8% | −11,428−40.4% | Reduced | Holders |
| Q3 2025 | 28,271 | $5.44M | 1.4% | +617+2.2% | Added | Holders |
| Q2 2025 | 27,654 | $6.11M | 1.8% | +873+3.3% | Added | Holders |
| Q1 2025 | 26,781 | $5.83M | 1.8% | +947+3.7% | Added | Holders |
| Q4 2024 | 25,834 | $4.66M | 1.4% | +618+2.5% | Added | Holders |
| Q3 2024 | 25,216 | $5.66M | 1.8% | +555+2.3% | Added | Holders |
| Q2 2024 | 24,661 | $4.83M | 1.6% | +793+3.3% | Added | Holders |
| Q1 2024 | 23,868 | $4.25M | 1.6% | +986+4.3% | Added | Holders |
| Q4 2023 | 22,882 | $14.3M | 2.3% | +340+1.5% | Added | Holders |
| Q3 2023 | 22,542 | $3.81M | 1.7% | +425+1.9% | Added | Holders |
| Q2 2023 | 22,117 | $4.29M | 1.9% | +8,868+66.9% | Added | Holders |
| Q1 2023 | 13,249 | $2.70M | 1.2% | +555+4.4% | Added | Holders |
| Q4 2022 | 12,694 | $2.73M | 1.3% | +12,694 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −6,146−100.0% | Sold out | Holders |
| Q2 2022 | 6,146 | $1.57M | 0.7% | +301+5.1% | Added | Holders |
| Q1 2022 | 5,845 | $1.50M | 0.6% | +5,845 | New | Holders |