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Disclosery

Rockbridge Asset Management LLC: AMT position timeline

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

Rockbridge Asset Management LLC held 78,863 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 78,863 shares
    Change vs previous 13F -4,147 shares

    8.46% of the 13F portfolio, value $12,899,621.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset 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 83,010 shares
    Change vs previous 13F -5,370 shares

    9.66% of the 13F portfolio, value $14,325,866.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset 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 88,380 shares
    Change vs previous 13F -1,794 shares

    9.41% of the 13F portfolio, value $15,516,877.

    13F-HR 0002056320-26-000003 filed by Rockbridge Asset 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 90,174 shares
    Change vs previous 13F -1,552 shares

    10.24% of the 13F portfolio, value $17,342,264.

    13F-HR 0002056320-25-000009 filed by Rockbridge Asset 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 91,726 shares
    Change vs previous 13F -453 shares

    11.54% of the 13F portfolio, value $20,273,281.

    13F-HR 0002056320-25-000005 filed by Rockbridge Asset 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 92,179 shares
    Change vs previous 13F +435 shares

    12.27% of the 13F portfolio, value $20,058,150.

    13F-HR 0002056320-25-000003 filed by Rockbridge Asset 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 91,744 shares
    Change vs previous 13F not available

    9.57% of the 13F portfolio, value $16,826,767.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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