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Disclosery

AMG National Trust Bank: SCHW position timeline

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

AMG National Trust Bank held 63,906 SCHW 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 63,906 shares
    Change vs previous 13F -36,272 shares

    0.12% of the 13F portfolio, value $5,896,432.

    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 100,178 shares
    Change vs previous 13F +4,156 shares

    0.2% of the 13F portfolio, value $9,414,538.

    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 96,022 shares
    Change vs previous 13F +522 shares

    0.23% of the 13F portfolio, value $9,593,363.

    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 95,500 shares
    Change vs previous 13F -1,483 shares

    0.22% of the 13F portfolio, value $9,117,202.

    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 96,983 shares
    Change vs previous 13F +1,182 shares

    0.23% of the 13F portfolio, value $8,848,549.

    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 95,801 shares
    Change vs previous 13F +16,408 shares

    0.21% of the 13F portfolio, value $7,499,149.

    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 79,393 shares
    Change vs previous 13F -1,103 shares

    0.16% of the 13F portfolio, value $5,871,838.

    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 80,496 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,216,820.

    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).