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FIRST AMERICAN TRUST, FSB: PEP position timeline

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

FIRST AMERICAN TRUST, FSB held 4,500 PEP 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 4,500 shares
    Change vs previous 13F -2,556 shares

    0.04% of the 13F portfolio, value $609,300.

    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 7,056 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $1,095,731.

    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 7,050 shares
    Change vs previous 13F -1,212 shares

    0.07% of the 13F portfolio, value $1,011,760.

    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 8,262 shares
    Change vs previous 13F +815 shares

    0.08% of the 13F portfolio, value $1,160,343.

    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 7,447 shares
    Change vs previous 13F +333 shares

    0.08% of the 13F portfolio, value $983,311.

    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 7,114 shares
    Change vs previous 13F -149 shares

    0.1% of the 13F portfolio, value $1,066,735.

    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 7,263 shares
    Change vs previous 13F +2,580 shares

    0.11% of the 13F portfolio, value $1,104,533.

    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 4,683 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $796,530.

    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).