Provenance Wealth Advisors, LLC
Position in AMT — American Tower Corp /Ma/
CIK 2081584
FORT LAUDERDALE, FL
Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$490
-$18,948 QoQ
Shares Held
3
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,724
of 1,735 holders
Holding Since
Sep 2023
5 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, 2026Provenance Wealth Advisors, LLC holds $32,653 across 6 REIT - Specialty names. AMT ranks #6 (1.5% of the industry book) .
All Filings in AMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490 | 3 | Shares | Sole | 2026-07-24 | |
| 2024-06-30 | $19,438 | 100 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $19,759 | 100 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $21,588 | 100 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $16,445 | 100 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||