First Western Trust Bank LWLG LIGHTWAVE LOGIC INC

Ownership history in First Western Trust Bank  ·  16 quarters on record

AI Ownership Summary

First Western Trust Bank reported LIGHTWAVE LOGIC INC (LWLG) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows LWLG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LWLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Western Trust Bank's position in LIGHTWAVE LOGIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LWLG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Western Trust Bank held LWLG — position size vs. price
% of Fund (quarterly)    LWLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 142,698 -30,900 -17.8% 0.07% $1.3M 2026-07-29 $5.34
2026 Q1 REDUCED 25.7% +30.6% 173,598 -60,000 -25.7% 0.06% $1.2M 2026-05-12 $15.93
2025 Q4 UNCHANGED 233,598 0% 0.04% $757K 2026-02-12 $3.33
2025 Q3 UNCHANGED 233,598 0% 0.04% $867K 2025-11-14 $4.84
2025 Q2 UNCHANGED 233,598 0% 0.01% $290K 2025-08-08 $2.07
2025 Q1 UNCHANGED 233,598 0% 0.01% $239K 2025-05-12 $1.06
2024 Q4 UNCHANGED 233,598 0% 0.02% $491K 2025-02-13 $1.42
2024 Q3 UNCHANGED 233,598 0% 0.03% $645K 2024-11-07 $3.54
2024 Q2 UNCHANGED 233,598 0% 0.03% $698K 2024-08-05 $2.82
2024 Q1 UNCHANGED 233,598 0% 0.05% $1.1M 2024-05-16 $3.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Western Trust Bank and LWLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Western Trust Bank reported owning LWLG?

First Western Trust Bank reported LWLG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LWLG position in First Western Trust Bank's portfolio?

The largest reported portfolio weight for LWLG was 0.07% in 2026 Q2.

What is the latest reported LWLG position on this page?

The most recent filing on this page is 2026 Q2, when First Western Trust Bank reported 142,698 shares, equal to 0.07% of portfolio, with an estimated market value of $1.3M.

What does the chart on this LWLG ownership page compare?

The chart compares First Western Trust Bank's quarterly LWLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Western Trust Bank time their LWLG position?

Based on 13F filing dates vs. subsequent LWLG price moves, First Western Trust Bank correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LWLG relative to SPY over the holding period was -23.6%.

← Back to First Western Trust Bank Holdings