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Meriwether Wealth & Planning, LLC: AMAT position timeline

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

Meriwether Wealth & Planning, LLC held 3,258 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,258 shares
    Change vs previous 13F -372 shares

    1.17% of the 13F portfolio, value $2,355,534.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, 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 3,630 shares
    Change vs previous 13F -409 shares

    0.68% of the 13F portfolio, value $1,240,698.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, 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 4,039 shares
    Change vs previous 13F -1,065 shares

    0.59% of the 13F portfolio, value $1,037,983.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, 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 5,104 shares
    Change vs previous 13F +111 shares

    0.61% of the 13F portfolio, value $1,044,993.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, 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 4,993 shares
    Change vs previous 13F +2,115 shares

    0.57% of the 13F portfolio, value $914,069.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
    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 2,878 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $417,655.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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