First Western Financial INC Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a beneficial ownership of 10.5% of First Western Financial, Inc.'s common stock as of July 31, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 5.3% of First Western Financial, Inc. common stock as of March 31, 2026.
NASDAQ
North Reef Capital Management LP, along with its GP and James H. Hanna, III, reported a 7.06% beneficial ownership stake in First Western Financial, Inc.
NASDAQ
North Reef Capital Management LP and affiliates have disclosed a 5.6% beneficial ownership stake in First Western Financial Inc., totaling 545,722 shares.