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Avantax Planning Partners, Inc.: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on AMAT, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 7,182 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,182 shares
    Change vs previous 13F -1,817 shares

    0.13% of the 13F portfolio, value $5,192,586.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 8,999 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $3,075,768.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 8,899 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $2,286,954.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 8,902 shares
    Change vs previous 13F -304 shares

    0.05% of the 13F portfolio, value $1,822,595.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 9,206 shares
    Change vs previous 13F +202 shares

    0.05% of the 13F portfolio, value $1,685,376.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 9,004 shares
    Change vs previous 13F -1,120 shares

    0.05% of the 13F portfolio, value $1,306,660.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 10,124 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $1,646,466.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 10,130 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,046,767.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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