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Disclosery

AMG National Trust Bank: PEP position timeline

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

AMG National Trust Bank held 37,879 PEP 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 37,879 shares
    Change vs previous 13F -5,799 shares

    0.11% of the 13F portfolio, value $5,128,790.

    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 43,678 shares
    Change vs previous 13F +7,610 shares

    0.15% of the 13F portfolio, value $6,782,762.

    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 36,068 shares
    Change vs previous 13F -386 shares

    0.12% of the 13F portfolio, value $5,176,480.

    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 36,454 shares
    Change vs previous 13F +4,238 shares

    0.12% of the 13F portfolio, value $5,119,599.

    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 32,216 shares
    Change vs previous 13F +365 shares

    0.11% of the 13F portfolio, value $4,253,801.

    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 31,851 shares
    Change vs previous 13F +220 shares

    0.13% of the 13F portfolio, value $4,775,740.

    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 31,631 shares
    Change vs previous 13F -4,529 shares

    0.13% of the 13F portfolio, value $4,805,309.

    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 36,160 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,149,015.

    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).