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Disclosery

AMG National Trust Bank: IWM position timeline

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

AMG National Trust Bank held 823,139 IWM 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 823,139 shares
    Change vs previous 13F -37,321 shares

    5.09% of the 13F portfolio, value $247,311,708.

    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 860,460 shares
    Change vs previous 13F +37,843 shares

    4.63% of the 13F portfolio, value $213,393,780.

    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 822,617 shares
    Change vs previous 13F -5,541 shares

    4.77% of the 13F portfolio, value $202,495,084.

    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 828,158 shares
    Change vs previous 13F -10,108 shares

    4.89% of the 13F portfolio, value $200,380,814.

    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 838,266 shares
    Change vs previous 13F -30,684 shares

    4.76% of the 13F portfolio, value $180,889,159.

    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 868,950 shares
    Change vs previous 13F -21,890 shares

    4.86% of the 13F portfolio, value $173,346,576.

    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 890,840 shares
    Change vs previous 13F -23,927 shares

    5.42% of the 13F portfolio, value $196,612,264.

    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 914,767 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $202,062,729.

    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).