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BAKER TILLY WEALTH MANAGEMENT, LLC: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAKER TILLY WEALTH MANAGEMENT, LLC on AMT, newest first. How the timeline and the estimate are built.

BAKER TILLY WEALTH MANAGEMENT, LLC held 8,601 AMT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,601 shares
    Change vs previous 13F +1,978 shares

    0.28% of the 13F portfolio, value $1,407,890.

    13F-HR 0001840565-26-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,623 shares
    Change vs previous 13F -151 shares

    0.23% of the 13F portfolio, value $1,083,369.

    13F-HR 0001840565-26-000003 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,774 shares
    Change vs previous 13F +1,549 shares

    0.28% of the 13F portfolio, value $1,169,011.

    13F-HR 0001840565-26-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,225 shares
    Change vs previous 13F +280 shares

    0.23% of the 13F portfolio, value $917,332.

    13F-HR 0001840565-26-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,945 shares
    Change vs previous 13F +240 shares

    0.21% of the 13F portfolio, value $951,051.

    13F-HR 0001840565-25-000007 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,705 shares
    Change vs previous 13F -29 shares

    0.37% of the 13F portfolio, value $1,039,804.

    13F-HR 0001840565-25-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,734 shares
    Change vs previous 13F +1,815 shares

    0.4% of the 13F portfolio, value $1,030,110.

    13F-HR 0001840565-25-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,919 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $535,434.

    13F-HR 0001840565-25-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).