Ownership history in Cooper Financial Group · 10 quarters on record
This page tracks every 13F SEC filing in which Cooper Financial Group reported a position in AMERICAN TOWER CORP NEW (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 | ADDED | 1,106 | +113 | +11.4% | 0.02% | $213K | $190.47 |
| 2021 Q3 | ADDED | 993 | +7 | +0.7% | 0.05% | $264K | $232.55 |
| 2021 Q2 | REDUCED | 986 | -1,700 | -63.3% | 0.05% | $266K | $235.59 |
| 2021 Q1 | ADDED | 2,686 | +1,608 | +149.2% | 0.14% | $642K | $206.42 |
| 2020 Q4 | ADDED | 1,078 | +72 | +7.2% | 0.05% | $242K | $193.82 |
| 2020 Q3 | ADDED | 1,006 | +21 | +2.1% | 0.07% | $243K | $207.57 |
| 2020 Q2 | ADDED | 985 | +1 | +0.1% | 0.08% | $255K | $220.93 |
| 2020 Q1 | ADDED | 984 | +3 | +0.3% | 0.09% | $214K | $184.53 |
| 2019 Q4 | REDUCED | 981 | -37 | -3.6% | 0.09% | $225K | $194.76 |
| 2019 Q3 | INITIATED | 1,018 | — | — | 0.10% | $225K | $186.56 |
As of 2025 Q4 — sorted by position size