Ownership history in Simplicity Wealth,LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,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 | 1,258 | -618 | -32.9% | 0.01% | $242K | $190.47 |
| 2025 Q2 | REDUCED | 1,876 | -5,991 | -76.2% | 0.02% | $415K | $216.98 |
| 2024 Q2 | REDUCED | 7,867 | -462 | -5.5% | 0.03% | $1.5M | $184.79 |
| 2024 Q1 | INITIATED | 8,329 | — | — | 0.04% | $1.6M | — |
As of 2025 Q4 — sorted by position size