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Disclosery

AMG National Trust Bank: XLK position timeline

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

AMG National Trust Bank held 116,902 XLK 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 116,902 shares
    Change vs previous 13F -60,606 shares

    0.46% of the 13F portfolio, value $22,272,250.

    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 177,508 shares
    Change vs previous 13F +57,632 shares

    0.51% of the 13F portfolio, value $23,590,870.

    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 119,876 shares
    Change vs previous 13F +59,064 shares

    0.41% of the 13F portfolio, value $17,258,617.

    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 60,812 shares
    Change vs previous 13F +1,487 shares

    0.42% of the 13F portfolio, value $17,140,400.

    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 59,325 shares
    Change vs previous 13F +46 shares

    0.39% of the 13F portfolio, value $15,022,872.

    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 59,279 shares
    Change vs previous 13F -756 shares

    0.34% of the 13F portfolio, value $12,239,928.

    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 60,035 shares
    Change vs previous 13F +410 shares

    0.39% of the 13F portfolio, value $14,014,020.

    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 59,625 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $13,460,941.

    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).