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Compound Planning, Inc.: AMAT position timeline

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

Compound Planning, Inc. held 12,906 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,906 shares
    Change vs previous 13F +709 shares

    0.24% of the 13F portfolio, value $9,330,675.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 12,197 shares
    Change vs previous 13F +1,440 shares

    0.13% of the 13F portfolio, value $4,168,723.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 10,757 shares
    Change vs previous 13F +1,440 shares

    0.08% of the 13F portfolio, value $2,764,321.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 9,317 shares
    Change vs previous 13F +1,406 shares

    0.06% of the 13F portfolio, value $1,907,651.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 7,911 shares
    Change vs previous 13F +2,285 shares

    0.05% of the 13F portfolio, value $1,448,297.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 5,626 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $816,435.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 5,452 shares
    Change vs previous 13F +783 shares

    0.04% of the 13F portfolio, value $886,722.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 4,669 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $943,341.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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