| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STRYKER CORPORATION | 10 | Q2 2024 | 57.1% |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 10 | Q2 2024 | 8.0% |
| ISHARES TR | 10 | Q2 2024 | 4.7% |
| ISHARES TR | 10 | Q2 2024 | 3.3% |
| SPDR S&P 500 ETF TRUST | 10 | Q2 2024 | 3.0% |
| VANGUARD TAX-MANAGED INTL FD | 10 | Q2 2024 | 2.1% |
| MICROSOFT CORP COM | 10 | Q2 2024 | 1.4% |
| APPLE INC COM | 10 | Q2 2024 | 1.2% |
| ISHARES TR | 10 | Q2 2024 | 1.3% |
| VANGUARD INDEX FDS TOTAL STK MKT | 10 | Q2 2024 | 1.7% |
View First Western Trust Bank's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| STRYKER CORP | February 22, 2012 | 17,142,045 | 4.5% |
View First Western Trust Bank's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
View First Western Trust Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.