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Disclosery

AMG National Trust Bank: IWD position timeline

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

AMG National Trust Bank held 121,896 IWD 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 121,896 shares
    Change vs previous 13F -8,756 shares

    0.61% of the 13F portfolio, value $29,551,354.

    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 130,652 shares
    Change vs previous 13F +4,391 shares

    0.61% of the 13F portfolio, value $27,916,488.

    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 126,261 shares
    Change vs previous 13F -843 shares

    0.63% of the 13F portfolio, value $26,557,885.

    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 127,104 shares
    Change vs previous 13F -6,431 shares

    0.63% of the 13F portfolio, value $25,877,210.

    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 133,535 shares
    Change vs previous 13F -383 shares

    0.68% of the 13F portfolio, value $25,936,391.

    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 133,918 shares
    Change vs previous 13F -1,656 shares

    0.71% of the 13F portfolio, value $25,198,079.

    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 135,574 shares
    Change vs previous 13F -2,114 shares

    0.69% of the 13F portfolio, value $25,036,612.

    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 137,688 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $26,133,139.

    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).