XML Financial, LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on AMAT, newest first. How the timeline and the estimate are built.
XML Financial, LLC held 12,508 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 12,508 sharesChange vs previous 13F -1,491 shares
0.66% of the 13F portfolio, value $9,043,486.
13F-HR 0001725547-26-000254 filed by XML Financial, 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 13,999 sharesChange vs previous 13F -934 shares
0.39% of the 13F portfolio, value $4,784,801.
13F-HR 0001725547-26-000139 filed by XML Financial, 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 14,933 sharesChange vs previous 13F +91 shares
0.31% of the 13F portfolio, value $3,837,611.
13F-HR 0001725547-26-000074 filed by XML Financial, 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 14,842 sharesChange vs previous 13F +1,273 shares
0.25% of the 13F portfolio, value $3,038,702.
13F-HR 0001725547-25-004125 filed by XML Financial, 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 13,569 sharesChange vs previous 13F +758 shares
0.22% of the 13F portfolio, value $2,484,074.
13F-HR 0001725547-25-003469 filed by XML Financial, 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 12,811 sharesChange vs previous 13F +188 shares
0.17% of the 13F portfolio, value $1,859,186.
13F-HR 0001725547-25-001441 filed by XML Financial, 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 12,623 sharesChange vs previous 13F -172 shares
0.19% of the 13F portfolio, value $2,052,847.
13F-HR 0001725547-25-000138 filed by XML Financial, 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 12,795 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $2,585,131.
13F-HR 0001725547-24-006074 filed by XML Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).