Alexis Investment Partners, LLC AMT β€” AMERICAN TOWER CORP NEW COM

Ownership history in Alexis Investment Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

Alexis Investment Partners, LLC reported AMERICAN TOWER CORP NEW COM (AMT) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows AMT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alexis Investment Partners, LLC's position in AMERICAN TOWER CORP NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alexis Investment Partners, LLC held AMT β€” position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 18 β€” 0% 0.00% $3K 2026-01-29 $177.85
2025 Q3 INITIATED β€” β€” β€” 18 β€” β€” 0.00% $3K 2025-11-14 $178.32

FAQ About Alexis Investment Partners, LLC and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alexis Investment Partners, LLC reported owning AMT?

Alexis Investment Partners, LLC reported AMT across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported AMT position in Alexis Investment Partners, LLC's portfolio?

The largest reported portfolio weight for AMT was 0.00% in 2025 Q4.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q4, when Alexis Investment Partners, LLC reported 18 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this AMT ownership page compare?

The chart compares Alexis Investment Partners, LLC's quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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