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Disclosery

First Western Trust Bank: IWR position timeline

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

First Western Trust Bank held 1,022,959 IWR 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 1,022,959 shares
    Change vs previous 13F -17,227 shares

    5.5% of the 13F portfolio, value $112,852,887.

    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 1,040,186 shares
    Change vs previous 13F -29,092 shares

    5.11% of the 13F portfolio, value $101,137,329.

    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 1,069,278 shares
    Change vs previous 13F -18,039 shares

    5.06% of the 13F portfolio, value $102,939,437.

    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 1,087,317 shares
    Change vs previous 13F -66,015 shares

    4.82% of the 13F portfolio, value $104,980,499.

    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 1,153,332 shares
    Change vs previous 13F -22,456 shares

    4.77% of the 13F portfolio, value $106,071,985.

    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 1,175,788 shares
    Change vs previous 13F +75,170 shares

    4.79% of the 13F portfolio, value $100,024,265.

    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 1,100,618 shares
    Change vs previous 13F -45,787 shares

    4.49% of the 13F portfolio, value $97,294,663.

    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 1,146,405 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $101,044,127.

    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).