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Disclosery

FIRST AMERICAN TRUST, FSB: IEI position timeline

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

FIRST AMERICAN TRUST, FSB held 193,857 IEI 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 193,857 shares
    Change vs previous 13F +13,366 shares

    1.37% of the 13F portfolio, value $22,768,525.

    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 180,491 shares
    Change vs previous 13F +9,581 shares

    1.44% of the 13F portfolio, value $21,406,248.

    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 170,910 shares
    Change vs previous 13F +4,648 shares

    1.4% of the 13F portfolio, value $20,398,126.

    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 166,262 shares
    Change vs previous 13F +19,114 shares

    1.44% of the 13F portfolio, value $19,869,970.

    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 147,148 shares
    Change vs previous 13F +41,092 shares

    1.4% of the 13F portfolio, value $17,523,877.

    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 106,056 shares
    Change vs previous 13F +4,225 shares

    1.15% of the 13F portfolio, value $12,528,925.

    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 101,831 shares
    Change vs previous 13F +12,796 shares

    1.17% of the 13F portfolio, value $11,766,573.

    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 89,035 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,649,037.

    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).