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FRG Family Wealth Advisors LLC: AMAT position timeline

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

FRG Family Wealth Advisors LLC held 76,453 AMAT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 76,453 shares
    Change vs previous 13F -3,215 shares

    4.28% of the 13F portfolio, value $26,130,871.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 79,668 shares
    Change vs previous 13F +222 shares

    3.18% of the 13F portfolio, value $20,473,879.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 79,446 shares
    Change vs previous 13F -915 shares

    2.62% of the 13F portfolio, value $16,265,774.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 80,361 shares
    Change vs previous 13F -840 shares

    2.56% of the 13F portfolio, value $14,711,688.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 81,201 shares
    Change vs previous 13F -860 shares

    2.28% of the 13F portfolio, value $11,783,889.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 82,061 shares
    Change vs previous 13F -14,079 shares

    2.42% of the 13F portfolio, value $13,345,580.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 96,140 shares
    Change vs previous 13F -1,600 shares

    3.48% of the 13F portfolio, value $19,425,087.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 97,740 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $17,916,719.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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