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Disclosery

AMG National Trust Bank: IWS position timeline

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

AMG National Trust Bank held 309,347 IWS 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 309,347 shares
    Change vs previous 13F -6,022 shares

    1.05% of the 13F portfolio, value $50,918,535.

    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 315,369 shares
    Change vs previous 13F -3,992 shares

    1% of the 13F portfolio, value $45,961,827.

    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 319,361 shares
    Change vs previous 13F -11,272 shares

    1.06% of the 13F portfolio, value $45,045,755.

    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 330,633 shares
    Change vs previous 13F -7,027 shares

    1.13% of the 13F portfolio, value $46,179,429.

    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 337,660 shares
    Change vs previous 13F -4,608 shares

    1.17% of the 13F portfolio, value $44,618,419.

    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 342,268 shares
    Change vs previous 13F -7,063 shares

    1.21% of the 13F portfolio, value $43,115,536.

    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 349,331 shares
    Change vs previous 13F -6,807 shares

    1.24% of the 13F portfolio, value $45,108,192.

    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 356,138 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $47,099,317.

    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).