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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

AMT holding history

American Tower Corp in every 13F filed by SageView Advisory 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 2026)
2,238
Value
$366.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of AMT by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,238$366.0K<0.1%+285+14.6%AddedHolders
Q1 20261,953$337.0K<0.1%−205−9.5%ReducedHolders
Q4 20252,158$378.8K<0.1%−130−5.7%ReducedHolders
Q3 20252,288$440.0K<0.1%−7,528−76.7%ReducedHolders
Q2 20259,816$2.20M0.1%+1,017+11.6%AddedHolders
Q1 20258,799$1.91M0.1%−119−1.3%ReducedHolders
Q4 20248,918$1.64M0.1%−1,170−11.6%ReducedHolders
Q3 202410,088$2.35M0.1%−1,170−10.4%ReducedHolders
Q2 202411,258$2.19M0.1%+1,854+19.7%AddedHolders
Q1 20249,404$1.86M0.1%−2,213−19.0%ReducedHolders
Q4 202311,617$2.27M0.1%+2,628+29.2%AddedHolders
Q3 20238,989$1.48M0.1%+4,189+87.3%AddedHolders
Q2 20234,800$930.8K0.1%+3,194+198.9%AddedHolders
Q1 20231,606$328.2K<0.1%−420−20.7%ReducedHolders
Q4 20222,026$429.1K<0.1%–No prior filingHolders