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Disclosery

First Western Trust Bank: IVW position timeline

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

First Western Trust Bank held 19,957 IVW 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 19,957 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,744,686.

    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 19,957 shares
    Change vs previous 13F +71 shares

    0.11% of the 13F portfolio, value $2,257,336.

    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 19,886 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,451,148.

    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 19,886 shares
    Change vs previous 13F -6,080 shares

    0.11% of the 13F portfolio, value $2,400,638.

    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 25,966 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,858,857.

    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 25,966 shares
    Change vs previous 13F -165 shares

    0.12% of the 13F portfolio, value $2,410,424.

    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 26,131 shares
    Change vs previous 13F -574 shares

    0.12% of the 13F portfolio, value $2,653,080.

    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 26,705 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,557,004.

    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).