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Disclosery

FIRST AMERICAN TRUST, FSB: CWI position timeline

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

FIRST AMERICAN TRUST, FSB held 77,123 CWI 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 77,123 shares
    Change vs previous 13F -427 shares

    0.19% of the 13F portfolio, value $3,136,589.

    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 77,550 shares
    Change vs previous 13F +23,647 shares

    0.19% of the 13F portfolio, value $2,837,554.

    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 53,903 shares
    Change vs previous 13F -1,355 shares

    0.13% of the 13F portfolio, value $1,936,189.

    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 55,258 shares
    Change vs previous 13F +404 shares

    0.14% of the 13F portfolio, value $1,929,619.

    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 54,854 shares
    Change vs previous 13F +2,445 shares

    0.14% of the 13F portfolio, value $1,791,534.

    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 52,409 shares
    Change vs previous 13F +5,441 shares

    0.14% of the 13F portfolio, value $1,550,255.

    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 46,968 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,312,286.

    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).