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XPONANCE LLC: AMT position timeline

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

XPONANCE LLC held 145,266 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 145,266 shares
    Change vs previous 13F +3,290 shares

    0.15% of the 13F portfolio, value $23,761,173.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 141,976 shares
    Change vs previous 13F +14,187 shares

    0.17% of the 13F portfolio, value $24,502,233.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 127,789 shares
    Change vs previous 13F +6,066 shares

    0.17% of the 13F portfolio, value $22,435,929.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 121,723 shares
    Change vs previous 13F -1,110 shares

    0.19% of the 13F portfolio, value $23,409,784.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 122,833 shares
    Change vs previous 13F +6,787 shares

    0.23% of the 13F portfolio, value $27,148,568.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 116,046 shares
    Change vs previous 13F +802 shares

    0.24% of the 13F portfolio, value $25,251,628.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 115,244 shares
    Change vs previous 13F +2,575 shares

    0.19% of the 13F portfolio, value $21,136,917.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 112,669 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $26,202,322.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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