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Disclosery

Whelan Financial: AMAT position timeline

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

Whelan Financial held 1,746 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,746 shares
    Change vs previous 13F -8 shares

    0.34% of the 13F portfolio, value $1,262,144.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 1,754 shares
    Change vs previous 13F +52 shares

    0.19% of the 13F portfolio, value $599,647.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 1,702 shares
    Change vs previous 13F -244 shares

    0.14% of the 13F portfolio, value $437,482.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 1,946 shares
    Change vs previous 13F +388 shares

    0.13% of the 13F portfolio, value $398,465.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 1,558 shares
    Change vs previous 13F -7 shares

    0.1% of the 13F portfolio, value $285,223.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 1,565 shares
    Change vs previous 13F -196 shares

    0.09% of the 13F portfolio, value $227,113.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,761 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $286,391.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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