Whipplewood Advisors, LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whipplewood Advisors, LLC on AMAT, newest first. How the timeline and the estimate are built.
Whipplewood Advisors, LLC held 419 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 419 sharesChange vs previous 13F +317 shares
0.2% of the 13F portfolio, value $302,937.
13F-HR 0002052510-26-000003 filed by Whipplewood 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 102 sharesChange vs previous 13F +70 shares
0.02% of the 13F portfolio, value $34,863.
13F-HR 0002052510-26-000002 filed by Whipplewood 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 32 sharesChange vs previous 13F +32 shares
0.01% of the 13F portfolio, value $8,224.
13F-HR 0002052510-26-000001 filed by Whipplewood 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 0 sharesChange vs previous 13F -318 shares
13F-HR 0002052510-25-000006 filed by Whipplewood Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 318 sharesChange vs previous 13F +163 shares
0.03% of the 13F portfolio, value $58,217.
13F-HR 0002052510-25-000003 filed by Whipplewood 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 155 sharesChange vs previous 13F -171 shares
0.03% of the 13F portfolio, value $44,988.
13F-HR 0002052510-25-000002 filed by Whipplewood 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 326 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $53,017.
13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).