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Disclosery

Values Added Financial LLC: AMAT position timeline

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

Values Added Financial LLC held 1,088 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,088 shares
    Change vs previous 13F +69 shares

    0.28% of the 13F portfolio, value $786,624.

    13F-HR 0001973921-26-000004 filed by Values Added 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 1,019 shares
    Change vs previous 13F +39 shares

    0.15% of the 13F portfolio, value $348,284.

    13F-HR 0001973921-26-000002 filed by Values Added 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 980 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,850.

    13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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