Skip to content
Disclosery

FIRST AMERICAN TRUST, FSB: LGLV position timeline

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

FIRST AMERICAN TRUST, FSB held 7,464 LGLV 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 7,464 shares
    Change vs previous 13F -7,407 shares

    0.08% of the 13F portfolio, value $1,354,417.

    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 14,871 shares
    Change vs previous 13F -1,121 shares

    0.18% of the 13F portfolio, value $2,648,540.

    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 15,992 shares
    Change vs previous 13F -14,718 shares

    0.19% of the 13F portfolio, value $2,807,732.

    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 30,710 shares
    Change vs previous 13F -1,407 shares

    0.4% of the 13F portfolio, value $5,471,300.

    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 32,117 shares
    Change vs previous 13F +1,170 shares

    0.45% of the 13F portfolio, value $5,607,947.

    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 30,947 shares
    Change vs previous 13F -660 shares

    0.5% of the 13F portfolio, value $5,386,026.

    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 31,607 shares
    Change vs previous 13F -29,111 shares

    0.52% of the 13F portfolio, value $5,221,792.

    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 60,718 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,275,313.

    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).