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Disclosery

AMG National Trust Bank: IWO position timeline

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

AMG National Trust Bank held 51,759 IWO 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 51,759 shares
    Change vs previous 13F -780 shares

    0.42% of the 13F portfolio, value $20,391,170.

    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 52,539 shares
    Change vs previous 13F -72 shares

    0.36% of the 13F portfolio, value $16,487,413.

    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 52,611 shares
    Change vs previous 13F -2,517 shares

    0.4% of the 13F portfolio, value $16,993,885.

    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 55,128 shares
    Change vs previous 13F -1,199 shares

    0.43% of the 13F portfolio, value $17,643,164.

    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 56,327 shares
    Change vs previous 13F -4,641 shares

    0.42% of the 13F portfolio, value $16,101,638.

    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 60,968 shares
    Change vs previous 13F -1,203 shares

    0.44% of the 13F portfolio, value $15,579,080.

    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 62,171 shares
    Change vs previous 13F -2,545 shares

    0.49% of the 13F portfolio, value $17,925,907.

    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 64,716 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $18,379,451.

    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).