Intrinsic Value Partners, LLC: AMAT position timeline

Intrinsic Value Partners, LLC held 4,877 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,877 shares

   Change vs previous 13F -5 shares

   2.41% of the 13F portfolio, value $3,526,071.

   13F-HR 0001910364-26-000004 filed by Intrinsic Value Partners, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,882 shares

   Change vs previous 13F 0 shares

   1.29% of the 13F portfolio, value $1,668,619.

   13F-HR 0001910364-26-000002 filed by Intrinsic Value Partners, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,882 shares

   Change vs previous 13F -5 shares

   0.94% of the 13F portfolio, value $1,254,625.

   13F-HR 0001910364-26-000001 filed by Intrinsic Value Partners, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,887 shares

   Change vs previous 13F +570 shares

   0.81% of the 13F portfolio, value $1,000,564.

   13F-HR 0001910364-25-000008 filed by Intrinsic Value Partners, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,317 shares

   Change vs previous 13F not available

   0.7% of the 13F portfolio, value $790,313.

   13F-HR 0001910364-25-000003 filed by Intrinsic Value Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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