Holos Integrated Wealth LLC
Position in AMT — American Tower Corp /Ma/
CIK 2080096
KENNETT SQUARE, PA
Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,579
-$22,516 QoQ
Shares Held
28
-82.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,671
of 1,735 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $10,034 across 3 REIT - Specialty names. AMT ranks #1 (45.6% of the industry book) .
All Filings in AMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,579 | 28 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $27,095 | 157 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $27,564 | 157 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $30,194 | 157 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $45,751 | 207 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,043 | 207 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $37,965 | 207 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||