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Disclosery

Naviter Wealth, LLC: AMT position timeline

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

Naviter Wealth, LLC held 35,800 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,800 shares
    Change vs previous 13F +7,357 shares

    0.54% of the 13F portfolio, value $5,919,751.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 28,443 shares
    Change vs previous 13F +3,497 shares

    0.61% of the 13F portfolio, value $4,908,680.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 24,946 shares
    Change vs previous 13F -8,041 shares

    0.58% of the 13F portfolio, value $4,424,797.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 32,987 shares
    Change vs previous 13F -205 shares

    0.74% of the 13F portfolio, value $6,400,199.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 33,192 shares
    Change vs previous 13F +3,033 shares

    0.91% of the 13F portfolio, value $7,387,322.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 30,159 shares
    Change vs previous 13F -1,360 shares

    0.79% of the 13F portfolio, value $6,501,074.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 31,519 shares
    Change vs previous 13F -1,583 shares

    0.7% of the 13F portfolio, value $5,833,038.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 33,102 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $7,698,201.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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