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Disclosery

AMG National Trust Bank: XLU position timeline

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

AMG National Trust Bank held 66,751 XLU 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 66,751 shares
    Change vs previous 13F -20,204 shares

    0.06% of the 13F portfolio, value $3,026,491.

    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 86,955 shares
    Change vs previous 13F +22,151 shares

    0.09% of the 13F portfolio, value $3,990,371.

    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 64,804 shares
    Change vs previous 13F +32,087 shares

    0.07% of the 13F portfolio, value $2,766,488.

    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 32,717 shares
    Change vs previous 13F +1,486 shares

    0.07% of the 13F portfolio, value $2,853,254.

    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 31,231 shares
    Change vs previous 13F +459 shares

    0.07% of the 13F portfolio, value $2,550,330.

    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 30,772 shares
    Change vs previous 13F +2,704 shares

    0.07% of the 13F portfolio, value $2,426,379.

    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 28,068 shares
    Change vs previous 13F +1,278 shares

    0.06% of the 13F portfolio, value $2,125,089.

    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 26,790 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,164,104.

    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).