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Disclosery

Grassi Investment Management: AMT position timeline

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

Grassi Investment Management held 49,967 AMT shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 49,967 shares
    Change vs previous 13F -550 shares

    0.88% of the 13F portfolio, value $11,044,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 50,517 shares
    Change vs previous 13F -375 shares

    1.02% of the 13F portfolio, value $10,993,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 50,892 shares
    Change vs previous 13F -2,525 shares

    0.8% of the 13F portfolio, value $9,334,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 53,417 shares
    Change vs previous 13F -875 shares

    1.07% of the 13F portfolio, value $12,423,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 54,292 shares
    Change vs previous 13F -300 shares

    0.94% of the 13F portfolio, value $10,553,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 54,592 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $10,787,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 54,592 shares
    Change vs previous 13F +245 shares

    1.24% of the 13F portfolio, value $11,785,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 54,347 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,937,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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