Ownership history in Avior Wealth Management, LLC · 34 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in AMERICAN TOWER CORP NEW COM (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,204 | -2 | -0.1% | 0.01% | $424K | $190.47 |
| 2025 Q2 | ADDED | 2,206 | +1,324 | +150.1% | 0.02% | $488K | $216.98 |
| 2025 Q1 | REDUCED | 882 | -1,343 | -60.4% | 0.01% | $192K | $210.22 |
| 2024 Q4 | REDUCED | 2,225 | -406 | -15.4% | 0.01% | $408K | $177.19 |
| 2024 Q3 | REDUCED | 2,631 | -4 | -0.2% | 0.02% | $612K | $221.09 |
| 2024 Q2 | REDUCED | 2,635 | -463 | -14.9% | 0.02% | $512K | $184.79 |
| 2024 Q1 | ADDED | 3,098 | +1,531 | +97.7% | 0.03% | $612K | $184.64 |
| 2023 Q4 | REDUCED | 1,567 | -12 | -0.8% | 0.02% | $338K | $201.73 |
| 2023 Q3 | REDUCED | 1,579 | -22 | -1.4% | 0.02% | $260K | $150.94 |
| 2023 Q2 | REDUCED | 1,601 | -671 | -29.5% | 0.02% | $311K | $178.00 |
As of 2025 Q4 — sorted by position size