Kozak & Associates, Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1764970 HIGHLANDS RANCH, CO

Position in AMT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$490

+$318 QoQ

Shares Held

+200.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,725

of 1,735 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Kozak & Associates, Inc. holds $126,800 across 2 REIT - Specialty names. AMT ranks #2 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc	1,000	$126,310
2	AMT	American Tower Corp /Ma/ This page	3	$490

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490	3	+200.0%	Shares	Sole	2026-07-02
2026-03-31	$172	1	0.0%	Shares	Sole	2026-04-14
2025-12-31	$175	1	-93.3%	Shares	Sole	2026-01-12
2025-09-30	$2,884	15	-94.5%	Shares	Sole	2025-11-18
2025-06-30	$60,117	272	-13.9%	Shares	Sole	2025-07-10
2025-03-31	$68,761	316	+0.6%	Shares	Sole	2025-04-15
2024-12-31	$57,590	314	+18.5%	Shares	Sole	2025-01-06
2024-09-30	$61,628	265	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$51,121	263	0.0%	Shares	Sole	2024-07-05
2024-03-31	$51,966	263	-9.9%	Shares	Sole	2024-05-17
2023-12-31	$63,036	292	-7.9%	Shares	Sole	2024-01-17
2023-09-30	$52,130	317	0.0%	Shares	Sole	2023-10-17
2023-06-30	$61,478	317	0.0%	Shares	Sole	2023-07-05
2023-03-31	$64,775	317	0.0%	Shares	Sole	2023-04-03
2022-12-31	$67,159	317	0.0%	Shares	Sole	2023-01-03
2022-09-30	$68,059	317	0.0%	Shares	Sole	2022-10-12
2022-06-30	$81,022	317	0.0%	Shares	Sole	2022-10-12
2022-03-31	$79,636	317	+8.6%	Shares	Sole	2022-05-26
2021-09-30	$77,499	292	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.