SVB WEALTH LLC: AMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SVB WEALTH LLC on AMT, newest first. How the timeline and the estimate are built.
SVB WEALTH LLC held 2,352 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,352 sharesChange vs previous 13F -437 shares
0.02% of the 13F portfolio, value $384,788.
13F-HR 0001626116-26-000003 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,789 sharesChange vs previous 13F -16 shares
0.03% of the 13F portfolio, value $481,402.
13F-HR 0001626116-26-000002 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,805 sharesChange vs previous 13F -905 shares
0.03% of the 13F portfolio, value $492,549.
13F-HR 0001626116-26-000001 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,710 sharesChange vs previous 13F -148 shares
0.04% of the 13F portfolio, value $713,592.
13F-HR 0001626116-25-000005 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,858 sharesChange vs previous 13F -2,835 shares
0.05% of the 13F portfolio, value $852,790.
13F-HR 0001626116-25-000004 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,693 sharesChange vs previous 13F -3,120 shares
0.06% of the 13F portfolio, value $1,456,521.
13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,813 sharesChange vs previous 13F +9,813 shares
0.03% of the 13F portfolio, value $1,799,847.
13F-HR 0001626116-25-000001 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.