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Disclosery

AMG National Trust Bank: IWB position timeline

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

AMG National Trust Bank held 236,272 IWB 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 236,272 shares
    Change vs previous 13F -23,855 shares

    1.99% of the 13F portfolio, value $96,753,419.

    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 260,127 shares
    Change vs previous 13F +20,258 shares

    2.01% of the 13F portfolio, value $92,750,885.

    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 239,869 shares
    Change vs previous 13F -7,055 shares

    2.11% of the 13F portfolio, value $89,576,679.

    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 246,924 shares
    Change vs previous 13F -781 shares

    2.2% of the 13F portfolio, value $90,245,894.

    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 247,705 shares
    Change vs previous 13F -857 shares

    2.21% of the 13F portfolio, value $84,113,188.

    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 248,562 shares
    Change vs previous 13F -1,341 shares

    2.14% of the 13F portfolio, value $76,243,910.

    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 249,903 shares
    Change vs previous 13F -6,555 shares

    2.23% of the 13F portfolio, value $80,781,577.

    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 256,458 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $80,627,828.

    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).