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Cove Private Wealth, LLC

SEC CIK
0002015131
Latest filing
Jul 31, 2026

AMT holding history

American Tower Corp in every 13F filed by Cove 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)
5,546
Value
$907.2K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of AMT by Cove Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,546$907.2K0.2%+88+1.6%AddedHolders
Q1 20265,458$941.9K0.2%00.0%UnchangedHolders
Q4 20255,458$958.3K0.3%−910−14.3%ReducedHolders
Q3 20256,368$1.22M0.4%00.0%UnchangedHolders
Q2 20256,368$1.41M0.5%+739+13.1%AddedHolders
Q1 20255,629$1.22M0.6%+629+12.6%AddedHolders
Q4 20245,000$917.0K0.6%00.0%UnchangedHolders
Q3 20245,000$1.16M0.9%00.0%UnchangedHolders
Q2 20245,000$971.9K0.8%00.0%UnchangedHolders
Q1 20245,000$988.0K0.8%00.0%UnchangedHolders
Q4 20235,000$1.08M1.0%–No prior filingHolders