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Disclosery

AMG National Trust Bank: IWR position timeline

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

AMG National Trust Bank held 3,869,983 IWR 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 3,869,983 shares
    Change vs previous 13F -19,114 shares

    8.78% of the 13F portfolio, value $426,936,541.

    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 3,889,097 shares
    Change vs previous 13F +77,476 shares

    8.21% of the 13F portfolio, value $378,136,934.

    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 3,811,621 shares
    Change vs previous 13F +13,491 shares

    8.65% of the 13F portfolio, value $366,944,761.

    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 3,798,130 shares
    Change vs previous 13F +1,514 shares

    8.94% of the 13F portfolio, value $366,709,505.

    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 3,796,616 shares
    Change vs previous 13F +8,371 shares

    9.18% of the 13F portfolio, value $349,174,755.

    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 3,788,245 shares
    Change vs previous 13F -10,060 shares

    9.04% of the 13F portfolio, value $322,265,982.

    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 3,798,305 shares
    Change vs previous 13F -7,017 shares

    9.27% of the 13F portfolio, value $335,881,701.

    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 3,805,322 shares
    Change vs previous 13F not available

    9.08% of the 13F portfolio, value $335,401,076.

    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).