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Disclosery

AMG National Trust Bank: XLF position timeline

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

AMG National Trust Bank held 150,541 XLF 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 150,541 shares
    Change vs previous 13F -60,497 shares

    0.17% of the 13F portfolio, value $8,070,514.

    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 211,038 shares
    Change vs previous 13F +56,624 shares

    0.23% of the 13F portfolio, value $10,418,957.

    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 154,414 shares
    Change vs previous 13F -7,266 shares

    0.2% of the 13F portfolio, value $8,457,234.

    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 161,680 shares
    Change vs previous 13F -3,547 shares

    0.21% of the 13F portfolio, value $8,709,702.

    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 165,227 shares
    Change vs previous 13F -4,373 shares

    0.23% of the 13F portfolio, value $8,652,995.

    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 169,600 shares
    Change vs previous 13F -1,311 shares

    0.24% of the 13F portfolio, value $8,447,780.

    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 170,911 shares
    Change vs previous 13F +1,997 shares

    0.23% of the 13F portfolio, value $8,256,171.

    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 168,914 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,655,142.

    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).