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Disclosery

First Western Trust Bank: IVV position timeline

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

First Western Trust Bank held 6,919 IVV 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 6,919 shares
    Change vs previous 13F -5 shares

    0.25% of the 13F portfolio, value $5,181,570.

    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 6,924 shares
    Change vs previous 13F +2,771 shares

    0.23% of the 13F portfolio, value $4,522,826.

    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 4,153 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,844,556.

    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 4,153 shares
    Change vs previous 13F -1,199 shares

    0.13% of the 13F portfolio, value $2,779,603.

    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 5,352 shares
    Change vs previous 13F -194 shares

    0.15% of the 13F portfolio, value $3,323,057.

    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 5,546 shares
    Change vs previous 13F -17 shares

    0.15% of the 13F portfolio, value $3,116,297.

    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 5,563 shares
    Change vs previous 13F -26 shares

    0.15% of the 13F portfolio, value $3,274,827.

    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 5,589 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,223,847.

    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).