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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

AMT holding history

American Tower Corp in every 13F filed by Beverly Hills Private Wealth, 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
10
Since Q3 2023
Holdings of AMT by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,082−100.0%Sold outHolders
Q1 20265,082$877.1K0.1%+5,082NewHolders
Q4 20250$00.0%−5,262−100.0%Sold outHolders
Q3 20255,262$1.01M0.2%−212−3.9%ReducedHolders
Q2 20255,474$1.21M0.2%−281−4.9%ReducedHolders
Q1 20255,755$1.25M0.2%−85−1.5%ReducedHolders
Q4 20245,840$1.07M0.2%−215−3.6%ReducedHolders
Q3 20246,055$1.41M0.3%−1,195−16.5%ReducedHolders
Q2 20247,250$1.41M0.3%−451−5.9%ReducedHolders
Q1 20247,701$1.52M0.4%−537−6.5%ReducedHolders
Q4 20238,238$1.78M0.5%−167−2.0%ReducedHolders
Q3 20238,405$1.38M0.4%+8,405NewHolders