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Disclosery

First Western Trust Bank: SPY position timeline

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

First Western Trust Bank held 122,949 SPY 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 122,949 shares
    Change vs previous 13F -1,539 shares

    4.48% of the 13F portfolio, value $91,814,625.

    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 124,488 shares
    Change vs previous 13F +78,861 shares

    4.09% of the 13F portfolio, value $80,959,526.

    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 45,627 shares
    Change vs previous 13F -78,060 shares

    1.53% of the 13F portfolio, value $31,113,964.

    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 123,687 shares
    Change vs previous 13F -1,829 shares

    3.78% of the 13F portfolio, value $82,397,805.

    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 125,516 shares
    Change vs previous 13F +3,388 shares

    3.49% of the 13F portfolio, value $77,550,061.

    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 122,128 shares
    Change vs previous 13F +8,507 shares

    3.27% of the 13F portfolio, value $68,317,182.

    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 113,621 shares
    Change vs previous 13F -1,614 shares

    3.08% of the 13F portfolio, value $66,590,996.

    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 115,235 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $66,117,234.

    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).