Richard W. Paul & Associates, LLC: AMT position timeline

Richard W. Paul & Associates, LLC held 2,391 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,391 shares

   Change vs previous 13F -34 shares

   0.12% of the 13F portfolio, value $391,037.

   13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,425 shares

   Change vs previous 13F +114 shares

   0.14% of the 13F portfolio, value $418,479.

   13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,311 shares

   Change vs previous 13F -610 shares

   0.13% of the 13F portfolio, value $405,742.

   13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,921 shares

   Change vs previous 13F +432 shares

   0.19% of the 13F portfolio, value $561,811.

   13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,489 shares

   Change vs previous 13F +36 shares

   0.2% of the 13F portfolio, value $550,207.

   13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,453 shares

   Change vs previous 13F +70 shares

   0.21% of the 13F portfolio, value $533,670.

   13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,383 shares

   Change vs previous 13F +140 shares

   0.16% of the 13F portfolio, value $436,992.

   13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,243 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $521,596.

   13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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