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AE Wealth Management LLC: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on AMAT, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 236,947 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,947 shares
    Change vs previous 13F +33,197 shares

    0.8% of the 13F portfolio, value $171,312,799.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 203,750 shares
    Change vs previous 13F -34,253 shares

    0.38% of the 13F portfolio, value $69,640,740.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 238,003 shares
    Change vs previous 13F +29,141 shares

    0.35% of the 13F portfolio, value $61,165,330.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 208,862 shares
    Change vs previous 13F +28,048 shares

    0.27% of the 13F portfolio, value $42,762,605.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 180,814 shares
    Change vs previous 13F +35,762 shares

    0.24% of the 13F portfolio, value $33,101,733.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 145,052 shares
    Change vs previous 13F +22,684 shares

    0.18% of the 13F portfolio, value $21,050,130.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 122,368 shares
    Change vs previous 13F +26,512 shares

    0.17% of the 13F portfolio, value $19,901,011.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 95,856 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,367,722.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).