Skip to content
Disclosery

AMG National Trust Bank: XLP position timeline

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

AMG National Trust Bank held 30,331 XLP 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 30,331 shares
    Change vs previous 13F -15,910 shares

    0.05% of the 13F portfolio, value $2,519,599.

    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 46,241 shares
    Change vs previous 13F +14,170 shares

    0.08% of the 13F portfolio, value $3,790,844.

    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 32,071 shares
    Change vs previous 13F -1,010 shares

    0.06% of the 13F portfolio, value $2,491,275.

    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 33,081 shares
    Change vs previous 13F +175 shares

    0.06% of the 13F portfolio, value $2,592,560.

    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 32,906 shares
    Change vs previous 13F -692 shares

    0.07% of the 13F portfolio, value $2,664,401.

    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 33,598 shares
    Change vs previous 13F -793 shares

    0.08% of the 13F portfolio, value $2,743,951.

    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 34,391 shares
    Change vs previous 13F -324 shares

    0.07% of the 13F portfolio, value $2,700,007.

    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 34,715 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,881,345.

    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).