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First Western Trust Bank: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Western Trust Bank on DFIV, newest first. How the timeline and the estimate are built.

First Western Trust Bank held 10,876 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,876 shares
    Change vs previous 13F -283 shares

    0.03% of the 13F portfolio, value $587,522.

    13F-HR 0001628280-26-050494 filed by First Western Trust Bank
    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 11,159 shares
    Change vs previous 13F -4,200 shares

    0.03% of the 13F portfolio, value $588,972.

    13F-HR 0001628280-26-034015 filed by First Western Trust Bank
    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 15,359 shares
    Change vs previous 13F -2,959 shares

    0.04% of the 13F portfolio, value $766,414.

    13F-HR 0001628280-26-007609 filed by First Western Trust Bank
    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 18,318 shares
    Change vs previous 13F -1,179 shares

    0.04% of the 13F portfolio, value $844,826.

    13F-HR 0001628280-25-052137 filed by First Western Trust Bank
    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 19,497 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $835,057.

    13F-HR 0001513189-25-000018 filed by First Western Trust Bank
    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 19,497 shares
    Change vs previous 13F -3,531 shares

    0.04% of the 13F portfolio, value $767,402.

    13F-HR 0001513189-25-000013 filed by First Western Trust Bank
    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 23,028 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $817,033.

    13F-HR 0001513189-25-000009 filed by First Western Trust Bank
    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 23,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $876,906.

    13F-HR 0001513189-24-000017 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).