Morton Brown Family Wealth, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1909851
ALLENTOWN, PA
Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,799
-$99 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,710
of 1,735 holders
Holding Since
Sep 2022
4 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, 2026Morton Brown Family Wealth, LLC holds $2,475 across 3 REIT - Specialty names. AMT ranks #1 (72.7% of the industry book) .
All Filings in AMT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,799 | 11 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,898 | 11 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,931 | 11 | Shares | Sole | 2026-01-28 | |
| 2022-09-30 | $429 | 2 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||