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BURLING WEALTH PARTNERS, LLC: AMT position timeline

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

BURLING WEALTH PARTNERS, LLC held 10,874 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,874 shares
    Change vs previous 13F -496 shares

    0.26% of the 13F portfolio, value $1,778,660.

    13F-HR 0001765380-26-000265 filed by BURLING WEALTH PARTNERS, LLC
    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 11,370 shares
    Change vs previous 13F -2,444 shares

    0.32% of the 13F portfolio, value $1,962,235.

    13F-HR 0001765380-26-000191 filed by BURLING WEALTH PARTNERS, LLC
    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 13,814 shares
    Change vs previous 13F -2,047 shares

    0.38% of the 13F portfolio, value $2,425,324.

    13F-HR 0001765380-26-000069 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,861 shares
    Change vs previous 13F -4,010 shares

    0.51% of the 13F portfolio, value $3,050,388.

    13F-HR 0001765380-25-000450 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,871 shares
    Change vs previous 13F -2,695 shares

    0.81% of the 13F portfolio, value $4,391,832.

    13F-HR 0001765380-25-000314 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,566 shares
    Change vs previous 13F -3,333 shares

    1.03% of the 13F portfolio, value $4,910,360.

    13F-HR 0001765380-25-000162 filed by BURLING WEALTH PARTNERS, LLC
    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 25,899 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,750,134.

    13F-HR 0001765380-25-000107 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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