Signal Advisors Wealth, LLC AMT β€” AMERICAN TOWER CORP NEW

Ownership history in Signal Advisors Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported AMERICAN TOWER CORP NEW (AMT) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q3. The latest visible filing shows AMT at 0.52% 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 Signal Advisors Wealth, LLC's position in AMERICAN TOWER CORP NEW, 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
2026 Q1

AMT was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Signal Advisors Wealth, 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 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 44,194 -717 -1.6% 0.52% $7.6M 2026-04-17 $182.36
2025 Q4 ADDED β€” β€” β€” 44,911 +2,954 +7.0% 0.63% $7.9M 2026-01-13 $172.24
2025 Q3 ADDED β€” β€” β€” 41,957 +31,481 +300.5% 0.73% $8.1M 2025-10-10 $183.05
2024 Q3 INITIATED β€” β€” β€” 10,476 β€” β€” 0.35% $2.4M 2024-10-15 $217.53

FAQ About Signal Advisors Wealth, 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 Signal Advisors Wealth, LLC reported owning AMT?

Signal Advisors Wealth, LLC reported AMT across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AMT position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for AMT was 0.73% in 2025 Q3.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2026 Q1, when Signal Advisors Wealth, LLC reported 44,194 shares, equal to 0.52% of portfolio, with an estimated market value of $7.6M.

What does the chart on this AMT ownership page compare?

The chart compares Signal Advisors Wealth, 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.

How well did Signal Advisors Wealth, LLC time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, Signal Advisors Wealth, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on AMT relative to SPY over the holding period was -46.4%.

← Back to Signal Advisors Wealth, LLC Holdings