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Disclosery

Waldron Private Wealth LLC: AMT position timeline

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

Waldron Private Wealth LLC held 4,854 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,854 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $793,969.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 5,154 shares
    Change vs previous 13F +246 shares

    0.03% of the 13F portfolio, value $889,420.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 4,908 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $861,522.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 5,389 shares
    Change vs previous 13F +379 shares

    0.04% of the 13F portfolio, value $1,045,380.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 5,010 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $1,115,605.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 5,058 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,100,406.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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