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Peak Planning Group, LLC: AMAT position timeline

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

Peak Planning Group, LLC held 25,499 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,499 shares
    Change vs previous 13F +131 shares

    4.16% of the 13F portfolio, value $18,435,270.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 25,368 shares
    Change vs previous 13F +105 shares

    2.41% of the 13F portfolio, value $8,685,434.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 25,263 shares
    Change vs previous 13F +22,776 shares

    1.82% of the 13F portfolio, value $6,492,294.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 2,487 shares
    Change vs previous 13F -681 shares

    0.27% of the 13F portfolio, value $509,147.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 3,168 shares
    Change vs previous 13F -25,305 shares

    0.37% of the 13F portfolio, value $579,927.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 28,473 shares
    Change vs previous 13F -752 shares

    1.74% of the 13F portfolio, value $4,132,029.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 29,225 shares
    Change vs previous 13F -481 shares

    1.98% of the 13F portfolio, value $4,752,786.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 29,706 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $6,002,060.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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