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Disclosery

AMG National Trust Bank: SPY position timeline

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

AMG National Trust Bank held 575,530 SPY 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 575,530 shares
    Change vs previous 13F -62,440 shares

    8.84% of the 13F portfolio, value $429,787,928.

    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 637,970 shares
    Change vs previous 13F +50,268 shares

    9.01% of the 13F portfolio, value $414,897,313.

    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 587,702 shares
    Change vs previous 13F -8,989 shares

    9.45% of the 13F portfolio, value $400,765,851.

    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 596,691 shares
    Change vs previous 13F -4,517 shares

    9.69% of the 13F portfolio, value $397,503,653.

    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 601,208 shares
    Change vs previous 13F -5,911 shares

    9.77% of the 13F portfolio, value $371,456,749.

    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 607,119 shares
    Change vs previous 13F -8,555 shares

    9.53% of the 13F portfolio, value $339,616,486.

    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 615,674 shares
    Change vs previous 13F -16,951 shares

    9.99% of the 13F portfolio, value $362,041,574.

    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 632,625 shares
    Change vs previous 13F not available

    9.83% of the 13F portfolio, value $362,975,436.

    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).