Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$233,741
+$4,974 QoQ
Shares Held
1,429
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,334
of 1,735 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CFO4Life Group, LLC holds $637,417 across 2 REIT - Specialty names. AMT ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
2,588 | $403,676 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,429 | $233,741 |
All Filings in AMT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,741 | 1,429 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $228,767 | 1,303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $258,862 | 1,346 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $300,587 | 1,360 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $292,019 | 1,342 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $226,511 | 1,235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $280,467 | 1,206 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,312 | 1,190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $221,103 | 1,119 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $229,264 | 1,062 | Shares | Sole | 2024-02-12 | |
| 2022-06-30 | $246,644 | 965 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $229,112 | 912 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||