Skip to content
Disclosery

FIRST AMERICAN TRUST, FSB: IDV position timeline

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

FIRST AMERICAN TRUST, FSB held 93,565 IDV 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 93,565 shares
    Change vs previous 13F -913 shares

    0.23% of the 13F portfolio, value $3,876,396.

    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 94,478 shares
    Change vs previous 13F +15,659 shares

    0.27% of the 13F portfolio, value $4,020,985.

    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 78,819 shares
    Change vs previous 13F +11,103 shares

    0.21% of the 13F portfolio, value $3,109,420.

    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 67,716 shares
    Change vs previous 13F +523 shares

    0.18% of the 13F portfolio, value $2,475,020.

    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 67,193 shares
    Change vs previous 13F +1,882 shares

    0.19% of the 13F portfolio, value $2,318,825.

    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 65,311 shares
    Change vs previous 13F -1,059 shares

    0.19% of the 13F portfolio, value $2,025,960.

    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 66,370 shares
    Change vs previous 13F -45,944 shares

    0.18% of the 13F portfolio, value $1,817,220.

    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 112,314 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,395,261.

    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).