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FIRST AMERICAN TRUST, FSB: LQD position timeline

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

FIRST AMERICAN TRUST, FSB held 82,006 LQD 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 82,006 shares
    Change vs previous 13F -2,651 shares

    0.54% of the 13F portfolio, value $8,944,396.

    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 84,657 shares
    Change vs previous 13F -36,101 shares

    0.62% of the 13F portfolio, value $9,226,760.

    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 120,758 shares
    Change vs previous 13F +16,032 shares

    0.91% of the 13F portfolio, value $13,306,327.

    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 104,726 shares
    Change vs previous 13F +30,366 shares

    0.85% of the 13F portfolio, value $11,673,812.

    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 74,360 shares
    Change vs previous 13F +11,741 shares

    0.65% of the 13F portfolio, value $8,150,605.

    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 62,619 shares
    Change vs previous 13F -2,423 shares

    0.63% of the 13F portfolio, value $6,806,057.

    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 65,042 shares
    Change vs previous 13F +3,316 shares

    0.69% of the 13F portfolio, value $6,949,087.

    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 61,726 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,973,797.

    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).