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Disclosery

First Western Trust Bank: IWD position timeline

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

First Western Trust Bank held 9,592 IWD 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 9,592 shares
    Change vs previous 13F +1,616 shares

    0.11% of the 13F portfolio, value $2,325,389.

    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 7,976 shares
    Change vs previous 13F +380 shares

    0.09% of the 13F portfolio, value $1,704,232.

    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 7,596 shares
    Change vs previous 13F -1 shares

    0.08% of the 13F portfolio, value $1,597,743.

    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 7,597 shares
    Change vs previous 13F -2,356 shares

    0.07% of the 13F portfolio, value $1,546,674.

    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 9,953 shares
    Change vs previous 13F -688 shares

    0.09% of the 13F portfolio, value $1,933,171.

    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 10,641 shares
    Change vs previous 13F -242 shares

    0.1% of the 13F portfolio, value $2,002,211.

    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 10,883 shares
    Change vs previous 13F -3,346 shares

    0.09% of the 13F portfolio, value $2,014,770.

    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 14,229 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,700,664.

    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).