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Summit Financial Strategies, Inc.: AMAT position timeline

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

Summit Financial Strategies, Inc. held 5,223 AMAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,223 shares
    Change vs previous 13F -78 shares

    0.19% of the 13F portfolio, value $2,670,938.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,301 shares
    Change vs previous 13F -30 shares

    0.27% of the 13F portfolio, value $3,832,623.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,331 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,822,082.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,331 shares
    Change vs previous 13F +151 shares

    0.11% of the 13F portfolio, value $1,370,014.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,180 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,060,553.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,180 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $948,303.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,180 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $751,722.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,327 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $866,330.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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