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Disclosery

AMG National Trust Bank: IXUS position timeline

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

AMG National Trust Bank held 1,799,901 IXUS 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 1,799,901 shares
    Change vs previous 13F +77,312 shares

    3.53% of the 13F portfolio, value $171,782,563.

    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 1,722,589 shares
    Change vs previous 13F +110,688 shares

    3.24% of the 13F portfolio, value $149,245,140.

    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 1,611,901 shares
    Change vs previous 13F +40,402 shares

    3.22% of the 13F portfolio, value $136,431,301.

    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 1,571,499 shares
    Change vs previous 13F +56,258 shares

    3.16% of the 13F portfolio, value $129,774,387.

    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 1,515,241 shares
    Change vs previous 13F -947 shares

    3.08% of the 13F portfolio, value $117,143,276.

    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 1,516,188 shares
    Change vs previous 13F -68,603 shares

    2.97% of the 13F portfolio, value $105,845,077.

    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 1,584,791 shares
    Change vs previous 13F -2,278 shares

    2.89% of the 13F portfolio, value $104,818,083.

    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 1,587,069 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $115,268,833.

    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).