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Naviter Wealth, LLC: AMAT position timeline

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

Naviter Wealth, LLC held 7,186 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,186 shares
    Change vs previous 13F +791 shares

    0.47% of the 13F portfolio, value $5,195,601.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 6,395 shares
    Change vs previous 13F +23 shares

    0.27% of the 13F portfolio, value $2,185,799.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 6,372 shares
    Change vs previous 13F -746 shares

    0.21% of the 13F portfolio, value $1,637,573.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 7,118 shares
    Change vs previous 13F -648 shares

    0.17% of the 13F portfolio, value $1,457,359.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 7,766 shares
    Change vs previous 13F -271 shares

    0.18% of the 13F portfolio, value $1,421,730.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 8,037 shares
    Change vs previous 13F -30 shares

    0.14% of the 13F portfolio, value $1,165,847.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,067 shares
    Change vs previous 13F +4,427 shares

    0.16% of the 13F portfolio, value $1,311,936.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,640 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $735,462.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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