Bernardo Wealth Planning LLC: AMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernardo Wealth Planning LLC on AMD, newest first. How the timeline and the estimate are built.
Bernardo Wealth Planning LLC held 1,913 AMD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,913 sharesChange vs previous 13F +213 shares
0.19% of the 13F portfolio, value $1,111,281.
13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,700 sharesChange vs previous 13F +39 shares
0.07% of the 13F portfolio, value $345,831.
13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,661 sharesChange vs previous 13F +1,661 shares
0.07% of the 13F portfolio, value $355,720.
13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -1,360 shares
13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 1,360 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $213,000.
13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).