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Clearstead Advisors, LLC: AMT position timeline

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

Clearstead Advisors, LLC held 18,806 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,806 shares
    Change vs previous 13F -4,794 shares

    0.03% of the 13F portfolio, value $3,076,063.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 23,600 shares
    Change vs previous 13F -412 shares

    0.04% of the 13F portfolio, value $4,072,806.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 24,012 shares
    Change vs previous 13F +3,835 shares

    0.05% of the 13F portfolio, value $4,215,800.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 20,177 shares
    Change vs previous 13F -15,223 shares

    0.06% of the 13F portfolio, value $3,880,487.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 35,400 shares
    Change vs previous 13F +1,884 shares

    0.11% of the 13F portfolio, value $7,824,014.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 33,516 shares
    Change vs previous 13F +6,217 shares

    0.11% of the 13F portfolio, value $7,293,033.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 27,299 shares
    Change vs previous 13F +2,579 shares

    0.08% of the 13F portfolio, value $5,006,761.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,720 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,748,859.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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