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North Berkeley Wealth Management, LLC

SEC CIK
0002062383
Latest filing
Jul 28, 2026

AMT holding history

American Tower Corp in every 13F filed by North Berkeley 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2025
Holdings of AMT by North Berkeley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,074−100.0%Sold outHolders
Q3 20251,074$206.6K0.2%00.0%UnchangedHolders
Q2 20251,074$237.4K0.2%+1,074NewHolders