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Disclosery

AMG National Trust Bank: IWP position timeline

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

AMG National Trust Bank held 340,414 IWP 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 340,414 shares
    Change vs previous 13F +2,917 shares

    1.03% of the 13F portfolio, value $49,840,075.

    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 337,497 shares
    Change vs previous 13F +15,206 shares

    0.94% of the 13F portfolio, value $43,240,065.

    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 322,291 shares
    Change vs previous 13F -12,343 shares

    1.04% of the 13F portfolio, value $44,134,539.

    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 334,634 shares
    Change vs previous 13F +4,721 shares

    1.16% of the 13F portfolio, value $47,655,270.

    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 329,913 shares
    Change vs previous 13F +3,757 shares

    1.2% of the 13F portfolio, value $45,752,346.

    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 326,156 shares
    Change vs previous 13F +6,164 shares

    1.07% of the 13F portfolio, value $38,320,020.

    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 319,992 shares
    Change vs previous 13F +897 shares

    1.13% of the 13F portfolio, value $40,801,660.

    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 319,095 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $37,426,640.

    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).