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Livermore
Livermore
ZHEN

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

AMT holding history

American Tower Corp in every 13F filed by Castle Wealth Management 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2022
Holdings of AMT by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,187−100.0%Sold outHolders
Q1 20261,187$204.8K0.1%+1+0.1%AddedHolders
Q4 20251,186$210.3K0.1%00.0%UnchangedHolders
Q3 20251,186$230.1K0.1%00.0%UnchangedHolders
Q2 20251,186$264.1K0.1%00.0%UnchangedHolders
Q1 20251,186$258.1K0.1%+13+1.1%AddedHolders
Q4 20241,173$217.0K0.1%00.0%UnchangedHolders
Q3 20241,173$272.8K0.1%+116+11.0%AddedHolders
Q2 20241,057$207.2K0.1%00.0%UnchangedHolders
Q1 20241,057$208.9K0.1%00.0%UnchangedHolders
Q4 20231,057$230.0K0.1%+1,057NewHolders
Q3 20230$00.0%−1,057−100.0%Sold outHolders
Q2 20231,057$206.7K0.1%00.0%UnchangedHolders
Q1 20231,057$216.0K0.2%00.0%UnchangedHolders
Q4 20221,057$225.6K0.1%+46+4.5%AddedHolders
Q3 20221,011$217.0K0.1%−10−1.0%ReducedHolders
Q2 20221,021$262.0K0.2%–No prior filingHolders