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Disclosery

Clearstead Trust, LLC: AMT position timeline

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

Clearstead Trust, LLC held 11,171 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 11,171 shares
    Change vs previous 13F -78 shares

    0.24% of the 13F portfolio, value $1,827,241.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 11,249 shares
    Change vs previous 13F -7,140 shares

    0.32% of the 13F portfolio, value $1,941,353.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 18,389 shares
    Change vs previous 13F -6,088 shares

    0.51% of the 13F portfolio, value $3,228,557.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 24,477 shares
    Change vs previous 13F +9,990 shares

    0.8% of the 13F portfolio, value $4,707,417.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 14,487 shares
    Change vs previous 13F +1,349 shares

    0.61% of the 13F portfolio, value $3,201,832.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 13,138 shares
    Change vs previous 13F -44 shares

    0.64% of the 13F portfolio, value $2,858,858.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 13,182 shares
    Change vs previous 13F -339 shares

    0.52% of the 13F portfolio, value $2,417,791.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 13,521 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,144,488.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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