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AMG National Trust Bank: IWF position timeline

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

AMG National Trust Bank held 502,686 IWF 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 502,686 shares
    Change vs previous 13F +372,185 shares

    1.28% of the 13F portfolio, value $62,418,502.

    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 130,501 shares
    Change vs previous 13F +3,200 shares

    1.21% of the 13F portfolio, value $55,645,411.

    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 127,301 shares
    Change vs previous 13F -1,895 shares

    1.42% of the 13F portfolio, value $60,251,232.

    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 129,196 shares
    Change vs previous 13F +218 shares

    1.48% of the 13F portfolio, value $60,516,514.

    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 128,978 shares
    Change vs previous 13F -8,949 shares

    1.44% of the 13F portfolio, value $54,761,377.

    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 137,927 shares
    Change vs previous 13F -1,430 shares

    1.4% of the 13F portfolio, value $49,803,829.

    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 139,357 shares
    Change vs previous 13F -594 shares

    1.56% of the 13F portfolio, value $56,439,886.

    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 139,951 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $52,535,297.

    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).