Waverly Advisors, LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on AMAT, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 43,381 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 43,381 sharesChange vs previous 13F -4,075 shares
0.18% of the 13F portfolio, value $31,364,524.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 47,456 sharesChange vs previous 13F -8,535 shares
0.12% of the 13F portfolio, value $16,219,940.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 55,991 sharesChange vs previous 13F -2,751 shares
0.12% of the 13F portfolio, value $14,388,947.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 58,742 sharesChange vs previous 13F -604 shares
0.12% of the 13F portfolio, value $12,026,894.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 59,346 sharesChange vs previous 13F +247 shares
0.12% of the 13F portfolio, value $10,864,458.
13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 59,099 sharesChange vs previous 13F +53,228 shares
0.1% of the 13F portfolio, value $8,576,376.
13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 5,871 sharesChange vs previous 13F +2,013 shares
0.01% of the 13F portfolio, value $954,818.
13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 3,858 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $779,456.
13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).