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Disclosery

FIRST AMERICAN TRUST, FSB: TIP position timeline

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

FIRST AMERICAN TRUST, FSB held 18,645 TIP 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 18,645 shares
    Change vs previous 13F +1,784 shares

    0.12% of the 13F portfolio, value $2,040,330.

    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 16,861 shares
    Change vs previous 13F +279 shares

    0.13% of the 13F portfolio, value $1,860,782.

    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 16,582 shares
    Change vs previous 13F +1,954 shares

    0.13% of the 13F portfolio, value $1,822,555.

    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 14,628 shares
    Change vs previous 13F +834 shares

    0.12% of the 13F portfolio, value $1,626,954.

    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 13,794 shares
    Change vs previous 13F +1,688 shares

    0.12% of the 13F portfolio, value $1,517,923.

    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 12,106 shares
    Change vs previous 13F -330 shares

    0.12% of the 13F portfolio, value $1,344,881.

    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 12,436 shares
    Change vs previous 13F +2,619 shares

    0.13% of the 13F portfolio, value $1,325,085.

    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 9,817 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,084,514.

    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).