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FRG Family Wealth Advisors LLC: AMT position timeline

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

FRG Family Wealth Advisors LLC held 17,982 AMT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,982 shares
    Change vs previous 13F -1,743 shares

    0.51% of the 13F portfolio, value $3,103,334.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth 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 ended2025-12-31
    13F 19,725 shares
    Change vs previous 13F -1,315 shares

    0.54% of the 13F portfolio, value $3,463,118.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth 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 ended2025-09-30
    13F 21,040 shares
    Change vs previous 13F -125 shares

    0.65% of the 13F portfolio, value $4,046,413.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth 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 ended2025-06-30
    13F 21,165 shares
    Change vs previous 13F -300 shares

    0.81% of the 13F portfolio, value $4,677,888.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth 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 ended2025-03-31
    13F 21,465 shares
    Change vs previous 13F -495 shares

    0.9% of the 13F portfolio, value $4,670,784.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth 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 ended2024-12-31
    13F 21,960 shares
    Change vs previous 13F -70 shares

    0.73% of the 13F portfolio, value $4,027,684.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth 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 ended2024-09-30
    13F 22,030 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $5,123,297.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth 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 ended2024-06-30
    13F 22,030 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,026,365.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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