Waldron Private Wealth LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on AMAT, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 3,392 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 3,392 sharesChange vs previous 13F +191 shares
0.08% of the 13F portfolio, value $2,452,416.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,201 sharesChange vs previous 13F +172 shares
0.04% of the 13F portfolio, value $1,094,069.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,029 sharesChange vs previous 13F -1,172 shares
0.03% of the 13F portfolio, value $778,423.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,201 sharesChange vs previous 13F -4,000 shares
0.03% of the 13F portfolio, value $860,111.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,201 sharesChange vs previous 13F -13 shares
0.07% of the 13F portfolio, value $1,501,358.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,214 sharesChange vs previous 13F +605 shares
0.06% of the 13F portfolio, value $1,192,015.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,609 sharesChange vs previous 13F -479 shares
0.05% of the 13F portfolio, value $1,237,453.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,088 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,634,182.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).