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Arkadios Wealth Advisors: AMAT position timeline

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

Arkadios Wealth Advisors held 27,411 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,411 shares
    Change vs previous 13F +3,265 shares

    0.3% of the 13F portfolio, value $19,817,907.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 24,146 shares
    Change vs previous 13F -1,602 shares

    0.14% of the 13F portfolio, value $8,252,811.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 25,748 shares
    Change vs previous 13F +3,669 shares

    0.13% of the 13F portfolio, value $6,616,918.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 22,079 shares
    Change vs previous 13F -10,505 shares

    0.11% of the 13F portfolio, value $4,520,428.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 32,584 shares
    Change vs previous 13F -1,509 shares

    0.18% of the 13F portfolio, value $5,964,989.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 34,093 shares
    Change vs previous 13F +23,505 shares

    0.19% of the 13F portfolio, value $4,947,489.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 10,588 shares
    Change vs previous 13F +1,543 shares

    0.09% of the 13F portfolio, value $1,721,921.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 9,045 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,827,539.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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