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FIRST AMERICAN TRUST, FSB: CMS position timeline

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

FIRST AMERICAN TRUST, FSB held 21,949 CMS 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 21,949 shares
    Change vs previous 13F -1,996 shares

    0.1% of the 13F portfolio, value $1,679,123.

    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 23,945 shares
    Change vs previous 13F -103,761 shares

    0.12% of the 13F portfolio, value $1,857,691.

    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 127,706 shares
    Change vs previous 13F +260 shares

    0.61% of the 13F portfolio, value $8,930,420.

    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 127,446 shares
    Change vs previous 13F +508 shares

    0.68% of the 13F portfolio, value $9,336,668.

    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 126,938 shares
    Change vs previous 13F -705 shares

    0.7% of the 13F portfolio, value $8,794,232.

    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 127,643 shares
    Change vs previous 13F -31,952 shares

    0.88% of the 13F portfolio, value $9,587,231.

    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 159,595 shares
    Change vs previous 13F -1,261 shares

    1.06% of the 13F portfolio, value $10,636,975.

    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 160,856 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,361,244.

    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).