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Clearstead Advisors, LLC: AMAT position timeline

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

Clearstead Advisors, LLC held 40,185 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,185 shares
    Change vs previous 13F +911 shares

    0.27% of the 13F portfolio, value $29,053,992.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 39,274 shares
    Change vs previous 13F -5,323 shares

    0.12% of the 13F portfolio, value $13,423,516.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 44,597 shares
    Change vs previous 13F +756 shares

    0.14% of the 13F portfolio, value $11,461,051.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 43,841 shares
    Change vs previous 13F +206 shares

    0.13% of the 13F portfolio, value $8,975,998.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 43,635 shares
    Change vs previous 13F +6,468 shares

    0.11% of the 13F portfolio, value $7,988,317.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 37,167 shares
    Change vs previous 13F +104 shares

    0.08% of the 13F portfolio, value $5,393,651.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 37,063 shares
    Change vs previous 13F -1,467 shares

    0.09% of the 13F portfolio, value $6,027,550.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 38,530 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,785,025.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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