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FIRST AMERICAN TRUST, FSB: IVV position timeline

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

FIRST AMERICAN TRUST, FSB held 6,907 IVV 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 6,907 shares
    Change vs previous 13F +229 shares

    0.31% of the 13F portfolio, value $5,173,276.

    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 6,678 shares
    Change vs previous 13F -330 shares

    0.29% of the 13F portfolio, value $4,362,441.

    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 7,008 shares
    Change vs previous 13F +1,177 shares

    0.33% of the 13F portfolio, value $4,800,383.

    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 5,831 shares
    Change vs previous 13F -355 shares

    0.28% of the 13F portfolio, value $3,902,854.

    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 6,186 shares
    Change vs previous 13F -21,205 shares

    0.31% of the 13F portfolio, value $3,841,111.

    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 27,391 shares
    Change vs previous 13F +24,422 shares

    1.42% of the 13F portfolio, value $15,391,022.

    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 2,969 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $1,747,785.

    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 2,960 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,707,388.

    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).