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Disclosery

AMG National Trust Bank: UNH position timeline

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

AMG National Trust Bank held 14,966 UNH 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 14,966 shares
    Change vs previous 13F +1,048 shares

    0.13% of the 13F portfolio, value $6,220,260.

    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 13,918 shares
    Change vs previous 13F -411 shares

    0.08% of the 13F portfolio, value $3,766,003.

    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 14,329 shares
    Change vs previous 13F -289 shares

    0.11% of the 13F portfolio, value $4,730,008.

    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 14,618 shares
    Change vs previous 13F -309 shares

    0.12% of the 13F portfolio, value $5,047,439.

    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 14,927 shares
    Change vs previous 13F +152 shares

    0.12% of the 13F portfolio, value $4,656,877.

    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 14,775 shares
    Change vs previous 13F -154 shares

    0.22% of the 13F portfolio, value $7,738,242.

    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 14,929 shares
    Change vs previous 13F -2,744 shares

    0.21% of the 13F portfolio, value $7,554,926.

    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 17,673 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,332,845.

    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).