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Disclosery

FIRST AMERICAN TRUST, FSB: EFV position timeline

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

FIRST AMERICAN TRUST, FSB held 576,447 EFV 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 576,447 shares
    Change vs previous 13F -11,408 shares

    2.66% of the 13F portfolio, value $44,126,980.

    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 587,855 shares
    Change vs previous 13F -133,239 shares

    2.94% of the 13F portfolio, value $43,706,950.

    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 721,094 shares
    Change vs previous 13F -58,769 shares

    3.54% of the 13F portfolio, value $51,493,186.

    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 779,863 shares
    Change vs previous 13F +20,230 shares

    3.84% of the 13F portfolio, value $52,898,019.

    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 759,633 shares
    Change vs previous 13F +249,918 shares

    3.85% of the 13F portfolio, value $48,221,395.

    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 509,715 shares
    Change vs previous 13F +403,538 shares

    2.76% of the 13F portfolio, value $30,042,592.

    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 106,177 shares
    Change vs previous 13F +929 shares

    0.56% of the 13F portfolio, value $5,571,082.

    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 105,248 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,054,857.

    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).