Evergreen Private Wealth LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Private Wealth LLC on AMAT, newest first. How the timeline and the estimate are built.
Evergreen Private Wealth LLC held 34,994 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 34,994 sharesChange vs previous 13F -3,413 shares
9.49% of the 13F portfolio, value $25,675,333.
13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth 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 38,407 sharesChange vs previous 13F -3,204 shares
5.3% of the 13F portfolio, value $13,116,925.
13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth 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 41,611 sharesChange vs previous 13F -4,521 shares
4.22% of the 13F portfolio, value $10,693,482.
13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth 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 46,132 sharesChange vs previous 13F -337 shares
3.83% of the 13F portfolio, value $9,445,048.
13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth 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 46,469 sharesChange vs previous 13F +6,192 shares
3.56% of the 13F portfolio, value $8,507,124.
13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth 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 40,277 sharesChange vs previous 13F +1,670 shares
2.73% of the 13F portfolio, value $5,844,955.
13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth 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 38,607 sharesChange vs previous 13F +918 shares
2.94% of the 13F portfolio, value $6,278,687.
13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth 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 37,689 sharesChange vs previous 13F not available
3.53% of the 13F portfolio, value $7,615,065.
13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).