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Disclosery

FIRST AMERICAN TRUST, FSB: SRE position timeline

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

FIRST AMERICAN TRUST, FSB held 2,496 SRE 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 2,496 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $231,358.

    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 2,567 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $249,402.

    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 2,651 shares
    Change vs previous 13F +230 shares

    0.02% of the 13F portfolio, value $234,038.

    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 2,421 shares
    Change vs previous 13F -641 shares

    0.02% of the 13F portfolio, value $217,813.

    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 3,062 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $232,010.

    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 3,054 shares
    Change vs previous 13F +74 shares

    0.02% of the 13F portfolio, value $217,958.

    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 2,980 shares
    Change vs previous 13F -823 shares

    0.03% of the 13F portfolio, value $261,398.

    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 3,803 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $318,030.

    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).