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Disclosery

AMG National Trust Bank: XLV position timeline

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

AMG National Trust Bank held 23,597 XLV 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 23,597 shares
    Change vs previous 13F -9,676 shares

    0.08% of the 13F portfolio, value $3,743,906.

    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 33,273 shares
    Change vs previous 13F +10,675 shares

    0.11% of the 13F portfolio, value $4,878,159.

    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 22,598 shares
    Change vs previous 13F -90 shares

    0.08% of the 13F portfolio, value $3,498,171.

    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 22,688 shares
    Change vs previous 13F -70 shares

    0.08% of the 13F portfolio, value $3,157,494.

    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 22,758 shares
    Change vs previous 13F -522 shares

    0.08% of the 13F portfolio, value $3,067,554.

    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 23,280 shares
    Change vs previous 13F +1,037 shares

    0.1% of the 13F portfolio, value $3,399,117.

    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 22,243 shares
    Change vs previous 13F -575 shares

    0.08% of the 13F portfolio, value $3,056,779.

    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 22,818 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,514,436.

    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).