Skip to content

Balboa Wealth Partners: AMAT position timeline

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

Balboa Wealth Partners held 2,279 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 2,279 shares
    Change vs previous 13F -772 shares

    0.22% of the 13F portfolio, value $1,647,948.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 3,051 shares
    Change vs previous 13F +950 shares

    0.17% of the 13F portfolio, value $1,042,957.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 2,101 shares
    Change vs previous 13F -453 shares

    0.09% of the 13F portfolio, value $540,004.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 2,554 shares
    Change vs previous 13F -5,465 shares

    0.09% of the 13F portfolio, value $522,987.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 8,019 shares
    Change vs previous 13F +248 shares

    0.29% of the 13F portfolio, value $1,468,032.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 7,771 shares
    Change vs previous 13F -76 shares

    0.27% of the 13F portfolio, value $1,127,705.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 7,847 shares
    Change vs previous 13F +2,507 shares

    0.29% of the 13F portfolio, value $1,276,121.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 5,340 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,079,004.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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