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Disclosery

AMG National Trust Bank: IVV position timeline

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

AMG National Trust Bank held 128,402 IVV 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 128,402 shares
    Change vs previous 13F -35,928 shares

    1.98% of the 13F portfolio, value $96,159,064.

    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 164,330 shares
    Change vs previous 13F +34,381 shares

    2.33% of the 13F portfolio, value $107,342,148.

    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 129,949 shares
    Change vs previous 13F -1,564 shares

    2.1% of the 13F portfolio, value $89,006,950.

    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 131,513 shares
    Change vs previous 13F +61 shares

    2.15% of the 13F portfolio, value $88,021,815.

    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 131,452 shares
    Change vs previous 13F -1,761 shares

    2.15% of the 13F portfolio, value $81,618,437.

    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 133,213 shares
    Change vs previous 13F -569 shares

    2.1% of the 13F portfolio, value $74,852,440.

    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 133,782 shares
    Change vs previous 13F +1,309 shares

    2.17% of the 13F portfolio, value $78,833,941.

    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 132,473 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $76,412,984.

    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).