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Disclosery

WCG Wealth Advisors LLC: AMAT position timeline

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

WCG Wealth Advisors LLC held 32,744 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,744 shares
    Change vs previous 13F -10,925 shares

    0.56% of the 13F portfolio, value $23,673,709.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 43,669 shares
    Change vs previous 13F +977 shares

    0.42% of the 13F portfolio, value $14,925,487.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 42,692 shares
    Change vs previous 13F +22,864 shares

    0.31% of the 13F portfolio, value $10,971,712.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 19,828 shares
    Change vs previous 13F -1,358 shares

    0.25% of the 13F portfolio, value $4,059,671.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 21,186 shares
    Change vs previous 13F +9,651 shares

    0.25% of the 13F portfolio, value $3,878,461.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 11,535 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,673,980.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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