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Disclosery

First Western Trust Bank: XEL position timeline

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

First Western Trust Bank held 14,857 XEL 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 14,857 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $1,193,017.

    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 14,882 shares
    Change vs previous 13F +177 shares

    0.06% of the 13F portfolio, value $1,182,226.

    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 14,705 shares
    Change vs previous 13F -1,288 shares

    0.05% of the 13F portfolio, value $1,086,111.

    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 15,993 shares
    Change vs previous 13F -1,426 shares

    0.06% of the 13F portfolio, value $1,289,835.

    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 17,419 shares
    Change vs previous 13F +1,400 shares

    0.05% of the 13F portfolio, value $1,186,234.

    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 16,019 shares
    Change vs previous 13F -3,602 shares

    0.05% of the 13F portfolio, value $1,133,985.

    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 19,621 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,324,810.

    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 19,621 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,281,251.

    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).