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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

AMT holding history

American Tower Corp in every 13F filed by Finivi Inc., 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)
1,759
Value
$287.7K
% of portfolio
0.1%
Quarters held
10
Since Q4 2023
Holdings of AMT by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,759$287.7K0.1%+1,759NewHolders
Q1 20260$00.0%−1,295−100.0%Sold outHolders
Q4 20251,295$227.3K0.1%−22−1.7%ReducedHolders
Q3 20251,317$253.3K0.2%+6+0.5%AddedHolders
Q2 20251,311$289.8K0.2%−29−2.2%ReducedHolders
Q1 20251,340$291.7K0.2%+73+5.8%AddedHolders
Q4 20241,267$232.4K0.2%+35+2.8%AddedHolders
Q3 20241,232$286.6K0.2%+30+2.5%AddedHolders
Q2 20241,202$233.6K0.2%+29+2.5%AddedHolders
Q1 20241,173$231.8K0.2%+22+1.9%AddedHolders
Q4 20231,151$248.4K0.2%–No prior filingHolders