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Disclosery

HB Wealth Management, LLC: AMT position timeline

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

HB Wealth Management, LLC held 39,217 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,217 shares
    Change vs previous 13F +1,447 shares

    0.04% of the 13F portfolio, value $6,414,734.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 37,770 shares
    Change vs previous 13F -2,244 shares

    0.04% of the 13F portfolio, value $6,518,410.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 40,014 shares
    Change vs previous 13F -4,725 shares

    0.05% of the 13F portfolio, value $7,025,358.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 44,739 shares
    Change vs previous 13F +5,764 shares

    0.06% of the 13F portfolio, value $8,604,261.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 38,975 shares
    Change vs previous 13F +1,403 shares

    0.07% of the 13F portfolio, value $8,614,420.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 37,572 shares
    Change vs previous 13F +4,963 shares

    0.07% of the 13F portfolio, value $8,175,835.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 32,609 shares
    Change vs previous 13F +1,304 shares

    0.06% of the 13F portfolio, value $5,980,563.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 31,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,280,356.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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