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Disclosery

FIRST AMERICAN TRUST, FSB: SPY position timeline

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

FIRST AMERICAN TRUST, FSB held 6,723 SPY 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 6,723 shares
    Change vs previous 13F -698 shares

    0.3% of the 13F portfolio, value $5,020,719.

    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 7,421 shares
    Change vs previous 13F -4,299 shares

    0.32% of the 13F portfolio, value $4,826,326.

    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 11,720 shares
    Change vs previous 13F +2,153 shares

    0.55% of the 13F portfolio, value $7,992,479.

    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 9,567 shares
    Change vs previous 13F -1,035 shares

    0.46% of the 13F portfolio, value $6,373,048.

    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 10,602 shares
    Change vs previous 13F -2,337 shares

    0.52% of the 13F portfolio, value $6,550,180.

    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 12,939 shares
    Change vs previous 13F +1,820 shares

    0.67% of the 13F portfolio, value $7,237,710.

    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 11,119 shares
    Change vs previous 13F +1,010 shares

    0.65% of the 13F portfolio, value $6,516,631.

    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 10,109 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,800,149.

    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).