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Disclosery

Falcon Wealth Planning: AMAT position timeline

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

Falcon Wealth Planning held 3,807 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,807 shares
    Change vs previous 13F -34 shares

    0.17% of the 13F portfolio, value $2,752,198.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 3,841 shares
    Change vs previous 13F +236 shares

    0.09% of the 13F portfolio, value $1,312,802.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 3,605 shares
    Change vs previous 13F -2,484 shares

    0.08% of the 13F portfolio, value $926,439.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 6,089 shares
    Change vs previous 13F +285 shares

    0.11% of the 13F portfolio, value $1,246,718.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 5,804 shares
    Change vs previous 13F +340 shares

    0.11% of the 13F portfolio, value $1,062,529.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 5,464 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $792,928.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 5,453 shares
    Change vs previous 13F -54 shares

    0.1% of the 13F portfolio, value $886,813.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 5,507 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,112,679.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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