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Disclosery

TrinityPoint Wealth, LLC: AMAT position timeline

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

TrinityPoint Wealth, LLC held 8,012 AMAT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,012 shares
    Change vs previous 13F +364 shares

    0.18% of the 13F portfolio, value $1,302,918.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,648 shares
    Change vs previous 13F -611 shares

    0.22% of the 13F portfolio, value $1,545,178.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 8,259 shares
    Change vs previous 13F -156 shares

    0.3% of the 13F portfolio, value $1,949,151.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,415 shares
    Change vs previous 13F -95 shares

    0.29% of the 13F portfolio, value $1,735,350.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 8,510 shares
    Change vs previous 13F -303 shares

    0.25% of the 13F portfolio, value $1,379,149.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,813 shares
    Change vs previous 13F -387 shares

    0.24% of the 13F portfolio, value $1,220,124.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 9,200 shares
    Change vs previous 13F -147 shares

    0.26% of the 13F portfolio, value $1,329,724.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 9,347 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,148,049.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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