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AMG National Trust Bank: IYE position timeline

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

AMG National Trust Bank held 103,852 IYE 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 103,852 shares
    Change vs previous 13F -3,506 shares

    0.12% of the 13F portfolio, value $5,876,986.

    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 107,358 shares
    Change vs previous 13F +1,654 shares

    0.15% of the 13F portfolio, value $6,953,580.

    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 105,704 shares
    Change vs previous 13F -1,126 shares

    0.12% of the 13F portfolio, value $5,024,114.

    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 106,830 shares
    Change vs previous 13F -2,457 shares

    0.12% of the 13F portfolio, value $5,076,561.

    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 109,287 shares
    Change vs previous 13F -9,862 shares

    0.13% of the 13F portfolio, value $4,941,959.

    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 119,149 shares
    Change vs previous 13F -21,809 shares

    0.16% of the 13F portfolio, value $5,874,051.

    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 140,958 shares
    Change vs previous 13F -5,775 shares

    0.17% of the 13F portfolio, value $6,340,299.

    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 146,733 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,799,603.

    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).