| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Dempze Nancy E | 4 | 4 | 1.30% | 1.44% | 1.64% | Q4 2022 | Q3 2023 | 4 |
| Hemenway Trust Co LLC | 4 | 4 | 0.17% | 0.29% | 0.40% | Q4 2022 | Q3 2023 | 4 |
| Broderick Brian C | 4 | 4 | 1.26% | 1.32% | 1.36% | Q4 2022 | Q3 2023 | 4 |
| Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
| SOMERVILLE KURT F | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own AMG RIVER ROAD SMALL-MID CAP V or have owned AMG RIVER ROAD SMALL-MID CAP V in the past.