Legacy Capital Wealth Partners, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1766228
LITTLE ROCK, AR
Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$426,263
+$27,949 QoQ
Shares Held
2,606
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,081
of 1,735 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $653,525 across 2 REIT - Specialty names. AMT ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,606 | $426,263 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
1,457 | $227,262 |
All Filings in AMT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,263 | 2,606 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $398,314 | 2,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,782 | 1,679 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $331,367 | 1,723 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $382,364 | 1,730 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,419 | 1,592 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $273,831 | 1,493 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $389,305 | 1,674 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $326,558 | 1,680 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $360,735 | 1,671 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $303,574 | 1,846 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $347,378 | 1,700 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||