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Disclosery

AMG National Trust Bank: SCHD position timeline

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

AMG National Trust Bank held 139,525 SCHD 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 139,525 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $4,424,338.

    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 139,588 shares
    Change vs previous 13F +685 shares

    0.09% of the 13F portfolio, value $4,282,568.

    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 138,903 shares
    Change vs previous 13F -3,047 shares

    0.09% of the 13F portfolio, value $3,810,113.

    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 141,950 shares
    Change vs previous 13F -4,392 shares

    0.09% of the 13F portfolio, value $3,875,241.

    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 146,342 shares
    Change vs previous 13F +364 shares

    0.1% of the 13F portfolio, value $3,878,058.

    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 145,978 shares
    Change vs previous 13F -13,790 shares

    0.11% of the 13F portfolio, value $4,081,556.

    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 159,768 shares
    Change vs previous 13F +105,846 shares

    0.12% of the 13F portfolio, value $4,364,848.

    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 53,922 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,558,048.

    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).