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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

  1. period ended2026-06-30
    13F 12,508 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 13,999 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 14,933 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 14,842 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 13,569 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 12,811 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 12,623 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 12,795 shares
    Change 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), ingested

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