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FIRST AMERICAN TRUST, FSB: PM position timeline

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

FIRST AMERICAN TRUST, FSB held 37,856 PM 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 37,856 shares
    Change vs previous 13F -274 shares

    0.41% of the 13F portfolio, value $6,848,202.

    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 38,130 shares
    Change vs previous 13F +69 shares

    0.42% of the 13F portfolio, value $6,304,104.

    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 38,061 shares
    Change vs previous 13F -19,428 shares

    0.42% of the 13F portfolio, value $6,104,825.

    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 57,489 shares
    Change vs previous 13F -177 shares

    0.68% of the 13F portfolio, value $9,324,499.

    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 57,666 shares
    Change vs previous 13F +1,284 shares

    0.84% of the 13F portfolio, value $10,502,632.

    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 56,382 shares
    Change vs previous 13F +25,063 shares

    0.82% of the 13F portfolio, value $8,949,279.

    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 31,319 shares
    Change vs previous 13F +950 shares

    0.38% of the 13F portfolio, value $3,769,265.

    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 30,369 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,686,792.

    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).