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Portside Wealth Group, LLC: AMAT position timeline

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

Portside Wealth Group, LLC held 7,895 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,895 shares
    Change vs previous 13F -1,286 shares

    0.67% of the 13F portfolio, value $5,708,155.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 9,181 shares
    Change vs previous 13F +10 shares

    0.43% of the 13F portfolio, value $3,137,991.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 9,171 shares
    Change vs previous 13F -1,753 shares

    0.32% of the 13F portfolio, value $2,356,863.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 10,924 shares
    Change vs previous 13F +216 shares

    0.31% of the 13F portfolio, value $2,236,579.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 10,708 shares
    Change vs previous 13F +2,020 shares

    0.29% of the 13F portfolio, value $1,960,314.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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/A 8,688 shares
    Change vs previous 13F +1,858 shares

    0.21% of the 13F portfolio, value $1,260,802.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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/A 6,830 shares
    Change vs previous 13F +1,006 shares

    0.18% of the 13F portfolio, value $1,110,763.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 5,824 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,176,739.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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