Concentrum Wealth Management: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concentrum Wealth Management on AMAT, newest first. How the timeline and the estimate are built.
Concentrum Wealth Management held 7,460 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 7,460 sharesChange vs previous 13F +22 shares
1.29% of the 13F portfolio, value $5,393,580.
13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,438 sharesChange vs previous 13F -181 shares
0.75% of the 13F portfolio, value $2,542,234.
13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,619 sharesChange vs previous 13F -1,225 shares
0.55% of the 13F portfolio, value $1,958,007.
13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,844 sharesChange vs previous 13F -9 shares
0.52% of the 13F portfolio, value $1,810,721.
13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,853 sharesChange vs previous 13F -517 shares
0.51% of the 13F portfolio, value $1,620,719.
13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,370 sharesChange vs previous 13F +594 shares
0.5% of the 13F portfolio, value $1,359,774.
13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,776 sharesChange vs previous 13F +4 shares
0.5% of the 13F portfolio, value $1,427,241.
13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,772 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $1,772,383.
13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).