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Disclosery

AMG National Trust Bank: XLB position timeline

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

AMG National Trust Bank held 42,705 XLB 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 42,705 shares
    Change vs previous 13F -23,195 shares

    0.04% of the 13F portfolio, value $2,170,699.

    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 65,900 shares
    Change vs previous 13F +22,370 shares

    0.07% of the 13F portfolio, value $3,293,027.

    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 43,530 shares
    Change vs previous 13F +21,365 shares

    0.05% of the 13F portfolio, value $1,974,090.

    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 22,165 shares
    Change vs previous 13F -336 shares

    0.05% of the 13F portfolio, value $1,986,431.

    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 22,501 shares
    Change vs previous 13F -147 shares

    0.05% of the 13F portfolio, value $1,975,822.

    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 22,648 shares
    Change vs previous 13F -687 shares

    0.05% of the 13F portfolio, value $1,947,279.

    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 23,335 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $1,959,983.

    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 23,340 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,249,513.

    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).