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Koa Wealth Management, LLC: AMT position timeline

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

Koa Wealth Management, LLC held 19,806 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,806 shares
    Change vs previous 13F -500 shares

    2.2% of the 13F portfolio, value $3,239,720.

    13F-HR 0001172661-26-002703 filed by Koa 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 20,306 shares
    Change vs previous 13F -894 shares

    2.53% of the 13F portfolio, value $3,504,457.

    13F-HR 0001172661-26-001567 filed by Koa 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 21,200 shares
    Change vs previous 13F +2,047 shares

    2.56% of the 13F portfolio, value $3,722,111.

    13F-HR 0001172661-26-000393 filed by Koa 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 19,153 shares
    Change vs previous 13F +4,209 shares

    2.73% of the 13F portfolio, value $3,683,599.

    13F-HR 0001172661-25-004446 filed by Koa 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 14,944 shares
    Change vs previous 13F -3,003 shares

    2.62% of the 13F portfolio, value $3,302,952.

    13F-HR 0001172661-25-002749 filed by Koa 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 17,947 shares
    Change vs previous 13F +2,657 shares

    3.15% of the 13F portfolio, value $3,905,267.

    13F-HR 0001172661-25-001663 filed by Koa 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 15,290 shares
    Change vs previous 13F +14 shares

    2.29% of the 13F portfolio, value $2,804,338.

    13F-HR 0001172661-25-000327 filed by Koa 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 15,276 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,552,610.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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