Valley Brook Capital Group, Inc. AMT AMERN TOWER CORP

Ownership history in Valley Brook Capital Group, Inc.  ·  21 quarters on record

AI Ownership Summary

Valley Brook Capital Group, Inc. reported AMERN TOWER CORP (AMT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows AMT at 0.21% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valley Brook Capital Group, Inc.'s position in AMERN TOWER CORP, 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
2025 Q4

AMT was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Valley Brook Capital Group, Inc. held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,800 0% 0.21% $316K 2026-01-23 $175.31
2025 Q3 UNCHANGED 1,800 0% 0.23% $346K 2025-11-04 $175.17
2025 Q2 UNCHANGED 1,800 0% 0.30% $398K 2025-07-25 $221.32
2025 Q1 UNCHANGED 1,800 0% 0.31% $392K 2025-05-13 $194.84
2024 Q4 UNCHANGED 1,800 0% 0.25% $330K 2025-01-29 $173.99
2024 Q3 UNCHANGED 1,800 0% 0.30% $419K 2024-10-31 $200.55
2024 Q2 UNCHANGED 1,800 0% 0.27% $350K 2024-07-26 $199.27
2024 Q1 REDUCED 1,800 -50 -2.7% 0.28% $356K 2024-05-01 $163.52
2023 Q4 REDUCED 12.9% -10.6% 1,850 -275 -12.9% 0.35% $399K 2024-02-06 $175.66
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Valley Brook Capital Group, Inc. and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Valley Brook Capital Group, Inc. reported owning AMT?

Valley Brook Capital Group, Inc. reported AMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMT position in Valley Brook Capital Group, Inc.'s portfolio?

The largest reported portfolio weight for AMT was 0.35% in 2023 Q4.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q4, when Valley Brook Capital Group, Inc. reported 1,800 shares, equal to 0.21% of portfolio, with an estimated market value of $316K.

What does the chart on this AMT ownership page compare?

The chart compares Valley Brook Capital Group, Inc.'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 Valley Brook Capital Group, Inc. time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, Valley Brook Capital Group, Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on AMT relative to SPY over the holding period was -13.5%.

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