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Disclosery

FIRST AMERICAN TRUST, FSB: XLE position timeline

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

FIRST AMERICAN TRUST, FSB held 4,662 XLE 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 4,662 shares
    Change vs previous 13F -1,165 shares

    0.01% of the 13F portfolio, value $247,626.

    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 5,827 shares
    Change vs previous 13F -3,430 shares

    0.02% of the 13F portfolio, value $356,956.

    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 9,257 shares
    Change vs previous 13F +4,649 shares

    0.03% of the 13F portfolio, value $413,889.

    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 4,608 shares
    Change vs previous 13F +558 shares

    0.03% of the 13F portfolio, value $411,696.

    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 4,050 shares
    Change vs previous 13F -698 shares

    0.03% of the 13F portfolio, value $343,466.

    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 4,748 shares
    Change vs previous 13F -145 shares

    0.04% of the 13F portfolio, value $443,779.

    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 4,893 shares
    Change vs previous 13F +2,107 shares

    0.04% of the 13F portfolio, value $419,097.

    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 2,786 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $244,641.

    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).