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Disclosery

Destination Wealth Management: AMT position timeline

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

Destination Wealth Management held 116,707 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,707 shares
    Change vs previous 13F +3,443 shares

    0.45% of the 13F portfolio, value $19,089,825.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    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 113,264 shares
    Change vs previous 13F +15,199 shares

    0.51% of the 13F portfolio, value $19,547,126.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    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 98,065 shares
    Change vs previous 13F -8,438 shares

    0.45% of the 13F portfolio, value $17,217,340.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    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 106,503 shares
    Change vs previous 13F +1,669 shares

    0.56% of the 13F portfolio, value $20,482,724.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    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 104,834 shares
    Change vs previous 13F +2,358 shares

    0.68% of the 13F portfolio, value $23,170,479.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    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 102,476 shares
    Change vs previous 13F +5,701 shares

    0.7% of the 13F portfolio, value $22,298,886.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    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 96,775 shares
    Change vs previous 13F +1,783 shares

    0.56% of the 13F portfolio, value $17,749,482.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    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 94,992 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $22,091,410.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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