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Disclosery

Trek Financial, LLC: AMAT position timeline

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

Trek Financial, LLC held 16,711 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,711 shares
    Change vs previous 13F -554 shares

    0.6% of the 13F portfolio, value $12,082,053.

    13F-HR 0001104659-26-095623 filed by Trek 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 17,265 shares
    Change vs previous 13F +3,677 shares

    0.31% of the 13F portfolio, value $5,901,004.

    13F-HR 0001104659-26-059964 filed by Trek 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 13,588 shares
    Change vs previous 13F +10,410 shares

    0.2% of the 13F portfolio, value $3,491,980.

    13F-HR 0001104659-26-010107 filed by Trek 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 3,178 shares
    Change vs previous 13F +288 shares

    0.04% of the 13F portfolio, value $650,664.

    13F-HR 0001104659-25-104735 filed by Trek 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 2,890 shares
    Change vs previous 13F +547 shares

    0.04% of the 13F portfolio, value $529,091.

    13F-HR 0001104659-25-077438 filed by Trek 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 2,343 shares
    Change vs previous 13F -192 shares

    0.02% of the 13F portfolio, value $340,023.

    13F-HR 0001104659-25-041935 filed by Trek 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 2,535 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $412,267.

    13F-HR 0001104659-25-012598 filed by Trek 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 2,035 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $411,172.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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