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
- period ended2026-06-3013F 40,185 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,274 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,841 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,635 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,167 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,063 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).