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FIRST AMERICAN TRUST, FSB: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST AMERICAN TRUST, FSB on AGG, newest first. How the timeline and the estimate are built.

FIRST AMERICAN TRUST, FSB held 29,881 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,881 shares
    Change vs previous 13F -650 shares

    0.18% of the 13F portfolio, value $2,957,687.

    13F-HR 0000036066-26-000009 filed by FIRST AMERICAN TRUST, FSB
    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 30,531 shares
    Change vs previous 13F -6,190 shares

    0.2% of the 13F portfolio, value $3,030,866.

    13F-HR 0000036066-26-000007 filed by FIRST AMERICAN TRUST, FSB
    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 36,721 shares
    Change vs previous 13F -3,378 shares

    0.25% of the 13F portfolio, value $3,667,751.

    13F-HR 0000036066-26-000002 filed by FIRST AMERICAN TRUST, FSB
    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 40,099 shares
    Change vs previous 13F -3,570 shares

    0.29% of the 13F portfolio, value $4,019,997.

    13F-HR 0000036066-25-000013 filed by FIRST AMERICAN TRUST, FSB
    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 43,669 shares
    Change vs previous 13F -513 shares

    0.35% of the 13F portfolio, value $4,332,010.

    13F-HR 0000036066-25-000009 filed by FIRST AMERICAN TRUST, FSB
    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 44,182 shares
    Change vs previous 13F -8,233 shares

    0.4% of the 13F portfolio, value $4,370,456.

    13F-HR 0000036066-25-000007 filed by FIRST AMERICAN TRUST, FSB
    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 52,415 shares
    Change vs previous 13F -9,099 shares

    0.51% of the 13F portfolio, value $5,078,985.

    13F-HR 0000036066-25-000003 filed by FIRST AMERICAN TRUST, FSB
    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 61,514 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,229,523.

    13F-HR 0000036066-24-000013 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).