Ownership history in ORG Wealth Partners, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which ORG Wealth Partners, LLC 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 | 43 | +33 | +330.0% | 0.00% | $8K | $190.47 |
| 2025 Q2 | ADDED | 10 | +2 | +25.0% | 0.00% | $2K | $216.98 |
| 2025 Q1 | REDUCED | 8 | -11 | -57.9% | 0.00% | $2K | $210.22 |
| 2024 Q4 | REDUCED | 19 | -11 | -36.7% | 0.00% | $3K | $177.19 |
| 2024 Q3 | INITIATED | 30 | — | — | 0.00% | $7K | $221.09 |
As of 2025 Q4 — sorted by position size