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Turtle Creek Wealth Advisors, LLC

SEC CIK
0002007171
Latest filing
Jul 27, 2026

AMT holding history

American Tower Corp in every 13F filed by Turtle Creek 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)
2,703
Value
$442.6K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2023
Holdings of AMT by Turtle Creek Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,703$442.6K<0.1%+491+22.2%AddedHolders
Q1 20262,212$381.8K<0.1%−5,212−70.2%ReducedHolders
Q4 20257,424$1.30M0.1%−10,210−57.9%ReducedHolders
Q3 202517,634$3.39M0.3%+2,626+17.5%AddedHolders
Q2 202515,008$3.32M0.4%+385+2.6%AddedHolders
Q1 202514,623$3.18M0.5%+14,623NewHolders
Q1 20240$00.0%−577−100.0%Sold outHolders
Q4 2023577$124.6K<0.1%–No prior filingHolders