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Disclosery

FIRST AMERICAN TRUST, FSB: IWM position timeline

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

FIRST AMERICAN TRUST, FSB held 2,629 IWM 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 2,629 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $790,134.

    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 2,636 shares
    Change vs previous 13F +880 shares

    0.04% of the 13F portfolio, value $653,824.

    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 1,756 shares
    Change vs previous 13F +124 shares

    0.03% of the 13F portfolio, value $432,233.

    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 1,632 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $394,894.

    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).