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CAPTRUST FINANCIAL ADVISORS: AMT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 255,660 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,660 shares
    Change vs previous 13F +7,189 shares

    0.06% of the 13F portfolio, value $41,818,238.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 248,471 shares
    Change vs previous 13F +27,733 shares

    0.08% of the 13F portfolio, value $42,879,633.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 220,738 shares
    Change vs previous 13F +44,703 shares

    0.07% of the 13F portfolio, value $38,755,043.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 176,035 shares
    Change vs previous 13F -8,608 shares

    0.07% of the 13F portfolio, value $33,855,070.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 184,643 shares
    Change vs previous 13F +2,807 shares

    0.09% of the 13F portfolio, value $40,809,741.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 181,836 shares
    Change vs previous 13F +111,346 shares

    0.1% of the 13F portfolio, value $39,567,536.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 70,490 shares
    Change vs previous 13F -758 shares

    0.04% of the 13F portfolio, value $12,928,604.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 71,248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,569,342.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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