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
- period ended2026-06-3013F 2,279 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,051 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,101 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,554 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,019 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,771 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,847 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,340 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).