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Diversify Advisory Services, LLC: AMAT position timeline

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

Diversify Advisory Services, LLC held 27,944 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,944 shares
    Change vs previous 13F +12,990 shares

    0.12% of the 13F portfolio, value $14,444,044.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,972 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,972 shares

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

  2. period ended2026-03-31
    13F 14,954 shares
    Change vs previous 13F +3,991 shares

    0.09% of the 13F portfolio, value $5,721,124.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,458 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,496 shares

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

  3. period ended2025-12-31
    13F 10,963 shares
    Change vs previous 13F +1,662 shares

    0.07% of the 13F portfolio, value $3,484,827.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,439 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,524 shares

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

  4. period ended2025-09-30
    13F 9,301 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $2,211,057.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,686 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,615 shares

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

  5. period ended2025-06-30
    13F 9,176 shares
    Change vs previous 13F +310 shares

    0.04% of the 13F portfolio, value $1,729,211.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,320 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,856 shares

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

  6. period ended2025-03-31
    13F 8,866 shares
    Change vs previous 13F -5,661 shares

    0.04% of the 13F portfolio, value $1,325,969.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,822 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,044 shares

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

  7. period ended2024-12-31
    13F 14,527 shares
    Change vs previous 13F +3,993 shares

    0.08% of the 13F portfolio, value $2,493,519.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,910 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,617 shares

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

  8. period ended2024-09-30
    13F 10,534 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,926,635.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,721 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,813 shares

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