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Disclosery

AMG National Trust Bank: XLE position timeline

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

AMG National Trust Bank held 31,336 XLE 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 31,336 shares
    Change vs previous 13F -11,777 shares

    0.03% of the 13F portfolio, value $1,664,256.

    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 43,113 shares
    Change vs previous 13F +14,051 shares

    0.06% of the 13F portfolio, value $2,641,103.

    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 29,062 shares
    Change vs previous 13F +13,291 shares

    0.03% of the 13F portfolio, value $1,299,364.

    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 15,771 shares
    Change vs previous 13F -700 shares

    0.03% of the 13F portfolio, value $1,408,982.

    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 16,471 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $1,396,907.

    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 16,571 shares
    Change vs previous 13F -616 shares

    0.04% of the 13F portfolio, value $1,548,561.

    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 17,187 shares
    Change vs previous 13F -779 shares

    0.04% of the 13F portfolio, value $1,468,306.

    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 17,966 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,577,415.

    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).