Phillips Wealth Planners LLC: AMAT position timeline

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

Phillips Wealth Planners LLC held 517 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 517 shares
Change vs previous 13F -22 shares
0.21% of the 13F portfolio, value $286,677.
13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners LLC
Filed 2026-08-07 (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).
period ended2026-03-31
13F 539 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $239,111.
13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners LLC
Filed 2026-05-14 (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).