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Disclosery

FIRST AMERICAN TRUST, FSB: PWZ position timeline

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

FIRST AMERICAN TRUST, FSB held 169,374 PWZ 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 169,374 shares
    Change vs previous 13F -7,707 shares

    0.25% of the 13F portfolio, value $4,151,363.

    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 177,081 shares
    Change vs previous 13F -86,593 shares

    0.28% of the 13F portfolio, value $4,226,929.

    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 263,674 shares
    Change vs previous 13F -20,119 shares

    0.44% of the 13F portfolio, value $6,370,364.

    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 283,793 shares
    Change vs previous 13F +21,567 shares

    0.49% of the 13F portfolio, value $6,788,325.

    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 262,226 shares
    Change vs previous 13F -62,521 shares

    0.49% of the 13F portfolio, value $6,120,353.

    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 324,747 shares
    Change vs previous 13F +114,186 shares

    0.71% of the 13F portfolio, value $7,745,218.

    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 210,561 shares
    Change vs previous 13F +37,097 shares

    0.52% of the 13F portfolio, value $5,200,857.

    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 173,464 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,350,477.

    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).