Ownership history in Plancorp, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plancorp, 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 | REDUCED | 1,096 | -334 | -23.4% | 0.01% | $211K | $190.47 |
| 2025 Q2 | REDUCED | 1,430 | -116 | -7.5% | 0.01% | $316K | $216.98 |
| 2025 Q1 | ADDED | 1,546 | +477 | +44.6% | 0.01% | $336K | $210.22 |
| 2024 Q1 | ADDED | 1,069 | +133 | +14.2% | 0.01% | $211K | $184.64 |
As of 2025 Q4 — sorted by position size