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Soltis Investment Advisors LLC: AMT position timeline

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

Soltis Investment Advisors LLC held 58,660 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,660 shares
    Change vs previous 13F +5,017 shares

    0.55% of the 13F portfolio, value $9,594,971.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 53,643 shares
    Change vs previous 13F +9,487 shares

    0.6% of the 13F portfolio, value $9,257,678.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 44,156 shares
    Change vs previous 13F +3,575 shares

    0.51% of the 13F portfolio, value $7,752,421.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 40,581 shares
    Change vs previous 13F +1,524 shares

    0.54% of the 13F portfolio, value $7,804,522.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 39,057 shares
    Change vs previous 13F +2,187 shares

    0.68% of the 13F portfolio, value $8,632,452.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 36,870 shares
    Change vs previous 13F +1,802 shares

    0.72% of the 13F portfolio, value $8,022,828.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 35,068 shares
    Change vs previous 13F -1,338 shares

    0.6% of the 13F portfolio, value $6,431,827.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 36,406 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,466,484.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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