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Disclosery

AMG National Trust Bank: AGG position timeline

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

AMG National Trust Bank held 27,558 AGG 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 27,558 shares
    Change vs previous 13F -5,909 shares

    0.06% of the 13F portfolio, value $2,727,694.

    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 33,467 shares
    Change vs previous 13F +4,257 shares

    0.07% of the 13F portfolio, value $3,322,303.

    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 29,210 shares
    Change vs previous 13F -715 shares

    0.07% of the 13F portfolio, value $2,917,495.

    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 29,925 shares
    Change vs previous 13F -997 shares

    0.07% of the 13F portfolio, value $2,999,981.

    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 30,922 shares
    Change vs previous 13F -1,656 shares

    0.08% of the 13F portfolio, value $3,067,462.

    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 32,578 shares
    Change vs previous 13F +33 shares

    0.09% of the 13F portfolio, value $3,222,616.

    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 32,545 shares
    Change vs previous 13F -1,410 shares

    0.09% of the 13F portfolio, value $3,154,099.

    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 33,955 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,438,625.

    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).