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Bernzott Capital Advisors: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on AMT, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 32,238 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,238 shares
    Change vs previous 13F -9,923 shares

    2.11% of the 13F portfolio, value $5,273,097.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 42,161 shares
    Change vs previous 13F +9,556 shares

    3.49% of the 13F portfolio, value $7,276,108.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 32,605 shares
    Change vs previous 13F -2,558 shares

    2.72% of the 13F portfolio, value $5,724,483.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,163 shares
    Change vs previous 13F -150 shares

    3.19% of the 13F portfolio, value $6,762,644.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,313 shares
    Change vs previous 13F -1,280 shares

    3.98% of the 13F portfolio, value $7,804,879.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 36,593 shares
    Change vs previous 13F -316 shares

    3.92% of the 13F portfolio, value $7,962,637.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,909 shares
    Change vs previous 13F -3,365 shares

    3.35% of the 13F portfolio, value $6,769,480.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,274 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $9,366,121.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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