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Disclosery

LifePlan Financial, LLC: AMAT position timeline

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

LifePlan Financial, LLC held 970 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 970 shares
    Change vs previous 13F -2,818 shares

    0.49% of the 13F portfolio, value $701,310.

    13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
    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 3,788 shares
    Change vs previous 13F -172 shares

    0.96% of the 13F portfolio, value $1,294,701.

    13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,960 shares
    Change vs previous 13F -165 shares

    0.78% of the 13F portfolio, value $1,017,680.

    13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,125 shares
    Change vs previous 13F -1 shares

    0.67% of the 13F portfolio, value $844,553.

    13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,126 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $755,347.

    13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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