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Disclosery

AMG National Trust Bank: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMG National Trust Bank on AEP, newest first. How the timeline and the estimate are built.

AMG National Trust Bank held 2,575 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,575 shares
    Change vs previous 13F -19,175 shares

    0.01% of the 13F portfolio, value $352,294.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 21,750 shares
    Change vs previous 13F -469 shares

    0.06% of the 13F portfolio, value $2,850,992.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 22,219 shares
    Change vs previous 13F -42 shares

    0.06% of the 13F portfolio, value $2,562,076.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 22,261 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $2,504,381.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 22,142 shares
    Change vs previous 13F +151 shares

    0.06% of the 13F portfolio, value $2,297,456.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 21,991 shares
    Change vs previous 13F +328 shares

    0.07% of the 13F portfolio, value $2,402,961.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 21,663 shares
    Change vs previous 13F -353 shares

    0.06% of the 13F portfolio, value $1,994,746.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 22,016 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,258,839.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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