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Disclosery

Summit Financial, LLC: AMAT position timeline

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

Summit Financial, LLC held 55,314 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 55,314 shares
    Change vs previous 13F +1,012 shares

    0.44% of the 13F portfolio, value $39,991,960.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 54,302 shares
    Change vs previous 13F +39,208 shares

    0.24% of the 13F portfolio, value $18,559,739.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 15,094 shares
    Change vs previous 13F -216 shares

    0.06% of the 13F portfolio, value $3,878,884.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 15,310 shares
    Change vs previous 13F +753 shares

    0.05% of the 13F portfolio, value $3,134,524.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 14,557 shares
    Change vs previous 13F -974 shares

    0.06% of the 13F portfolio, value $2,664,965.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 15,531 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $2,253,868.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 15,444 shares
    Change vs previous 13F +2,130 shares

    0.09% of the 13F portfolio, value $2,511,684.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 13,314 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,690,194.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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