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Disclosery

AMG National Trust Bank: XLI position timeline

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

AMG National Trust Bank held 26,693 XLI 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 26,693 shares
    Change vs previous 13F -11,330 shares

    0.1% of the 13F portfolio, value $4,943,975.

    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 38,023 shares
    Change vs previous 13F +10,842 shares

    0.13% of the 13F portfolio, value $6,149,140.

    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 27,181 shares
    Change vs previous 13F -1,481 shares

    0.1% of the 13F portfolio, value $4,216,006.

    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 28,662 shares
    Change vs previous 13F +649 shares

    0.11% of the 13F portfolio, value $4,420,235.

    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 28,013 shares
    Change vs previous 13F -705 shares

    0.11% of the 13F portfolio, value $4,132,183.

    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 28,718 shares
    Change vs previous 13F -1,495 shares

    0.11% of the 13F portfolio, value $3,763,807.

    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 30,213 shares
    Change vs previous 13F -389 shares

    0.11% of the 13F portfolio, value $3,982,445.

    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 30,602 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,144,465.

    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).