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Disclosery

First Western Trust Bank: IWM position timeline

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

First Western Trust Bank held 234,431 IWM 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 234,431 shares
    Change vs previous 13F -3,450 shares

    3.43% of the 13F portfolio, value $70,434,942.

    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 237,881 shares
    Change vs previous 13F +914 shares

    2.98% of the 13F portfolio, value $58,994,610.

    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 236,967 shares
    Change vs previous 13F -3,250 shares

    2.87% of the 13F portfolio, value $58,331,918.

    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 240,217 shares
    Change vs previous 13F +1,636 shares

    2.67% of the 13F portfolio, value $58,123,024.

    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 238,581 shares
    Change vs previous 13F -2,712 shares

    2.32% of the 13F portfolio, value $51,483,500.

    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 241,293 shares
    Change vs previous 13F +4,802 shares

    2.3% of the 13F portfolio, value $48,135,455.

    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 236,491 shares
    Change vs previous 13F -8,121 shares

    2.41% of the 13F portfolio, value $52,255,159.

    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 244,612 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $54,032,428.

    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).