Werlinich Asset Management, LLC: AMD position timeline

Werlinich Asset Management, LLC held 38,805 AMD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 38,805 shares

   Change vs previous 13F -700 shares

   9.19% of the 13F portfolio, value $23,739,347.

   13F-HR 0001951757-26-001654 filed by Werlinich Asset Management, LLC
   Accepted 2026-10-09 13:47:13 UTC, ingested 2026-10-09 13:48:03 UTC

2. period ended2026-06-30

   13F 39,505 shares

   Change vs previous 13F -150 shares

   8.77% of the 13F portfolio, value $22,948,850.

   13F-HR 0001951757-26-000949 filed by Werlinich Asset Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 39,655 shares

   Change vs previous 13F -70 shares

   3.91% of the 13F portfolio, value $8,067,017.

   13F-HR 0001951757-26-000544 filed by Werlinich Asset Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 39,725 shares

   Change vs previous 13F -67 shares

   4.22% of the 13F portfolio, value $8,554,382.

   13F-HR 0001951757-26-000009 filed by Werlinich Asset Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 39,792 shares

   Change vs previous 13F 0 shares

   3.2% of the 13F portfolio, value $6,437,948.

   13F-HR 0001085146-25-005811 filed by Werlinich Asset Management, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 39,792 shares

   Change vs previous 13F 0 shares

   3.08% of the 13F portfolio, value $5,646,485.

   13F-HR 0001085146-25-003680 filed by Werlinich Asset Management, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 39,792 shares

   Change vs previous 13F -1,628 shares

   2.6% of the 13F portfolio, value $4,088,230.

   13F-HR 0001085146-25-002087 filed by Werlinich Asset Management, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 41,420 shares

   Change vs previous 13F not available

   2.95% of the 13F portfolio, value $5,071,465.

   13F-HR 0001085146-25-000215 filed by Werlinich Asset Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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