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FIRST AMERICAN TRUST, FSB: CI position timeline

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

FIRST AMERICAN TRUST, FSB held 19,305 CI 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 19,305 shares
    Change vs previous 13F +569 shares

    0.32% of the 13F portfolio, value $5,321,666.

    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 18,736 shares
    Change vs previous 13F +814 shares

    0.34% of the 13F portfolio, value $4,997,646.

    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 17,922 shares
    Change vs previous 13F -1,865 shares

    0.34% of the 13F portfolio, value $4,932,173.

    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 19,787 shares
    Change vs previous 13F -42 shares

    0.41% of the 13F portfolio, value $5,703,019.

    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 19,829 shares
    Change vs previous 13F +673 shares

    0.52% of the 13F portfolio, value $6,554,485.

    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 19,156 shares
    Change vs previous 13F +2,964 shares

    0.58% of the 13F portfolio, value $6,301,912.

    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 16,192 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,470,935.

    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).