Triad Wealth Partners, LLC
- SEC CIK
- 0002012717
- Latest filing
- Aug 10, 2026
AMT holding history
American Tower Corp in every 13F filed by Triad Wealth Partners, 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
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,449−100.0% | Sold out | Holders |
| Q1 2026 | 1,449 | $250.1K | <0.1% | +152+11.7% | Added | Holders |
| Q4 2025 | 1,297 | $227.8K | <0.1% | +214+19.8% | Added | Holders |
| Q3 2025 | 1,083 | $208.3K | <0.1% | +1,083 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −23−100.0% | Sold out | Holders |
| Q2 2024 | 23 | $4.47K | <0.1% | +23 | New | Holders |