First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 € ↑0,40 (1,69%)
2026-06-05
DEL PRIS
SecurityDE:33Q / First Western Financial, Inc.
InstitutionELCO Management Co., LLC
Latest Disclosed Ownership14,746 shares
Latest Disclosed Value $ 362,457
ELCO Management Co., LLC ownership in 33Q / First Western Financial, Inc.

On April 23, 2026 - ELCO Management Co., LLC filed a 13F-HR form disclosing ownership of 14,746 shares of First Western Financial, Inc. (DE:33Q) valued at $312,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 14,746 shares of First Western Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $353,904 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F FIRST WESTN FINL COM 33751L105 14,746 0 0.00 362 -8.35 0.1710
2026-02-04 2025-12-31 13F FIRST WESTN FINL COM 33751L105 14,746 0 0.00 395 16.52 0.2492
2025-11-05 2025-09-30 13F FIRST WESTN FINL COM 33751L105 14,746 -3,626 -19.74 340 -18.12 0.1770
2025-08-04 2025-06-30 13F FIRST WESTN FINL COM 33751L105 18,372 0 0.00 414 14.68 0.2171
2025-05-01 2025-03-31 13F FIRST WESTN FINL COM 33751L105 18,372 -391 -2.08 361 -1.37 0.1996
2025-02-13 2024-12-31 13F FIRST WESTN FINL COM 33751L105 18,763 5,971 46.68 367 43.53 0.1927
2024-11-14 2024-09-30 13F FIRST WESTN FINL COM 33751L105 12,792 1,378 12.07 256 31.44 0.1380
2024-08-14 2024-06-30 13F FIRST WESTN FINL COM 33751L105 11,414 11,414 194 0.1129
2023-08-11 2023-06-30 13F FIRST WESTN FINL COM 33751L105 0 -10,046 -100.00 0 -100.00
2023-05-15 2023-03-31 13F FIRST WESTN FINL COM 33751L105 10,046 -1,604 -13.77 199 -39.45 0.1446
2023-02-14 2022-12-31 13F FIRST WESTN FINL COM 33751L105 11,650 46 0.40 328 14.34 0.2465
2022-11-14 2022-09-30 13F FIRST WESTN FINL COM 33751L105 11,604 0 0.00 286 -9.49 0.2277
2022-08-12 2022-06-30 13F FIRST WESTN FINL COM 33751L105 11,604 -5,941 -33.86 316 -42.34 0.2591
2022-05-16 2022-03-31 13F FIRST WESTN FINL COM 33751L105 17,545 0 0.00 548 2.81 0.3731
2022-02-14 2021-12-31 13F FIRST WESTN FINL COM 33751L105 17,545 0 0.00 533 5.34 0.3809
2021-11-15 2021-09-30 13F FIRST WESTN FINL COM 33751L105 17,545 90 0.52 506 11.95 0.3892
2021-08-11 2021-06-30 13F FIRST WESTN FINL COM 33751L105 17,455 -3,197 -15.48 452 -12.57 0.3356
2021-05-14 2021-03-31 13F FIRST WESTN FINL COM 33751L105 20,652 -7,406 -26.40 517 -5.83 0.4679
2021-02-16 2020-12-31 13F FIRST WESTN FINL COM 33751L105 28,058 0 0.00 549 51.24 0.4734
2020-11-12 2020-09-30 13F FIRST WESTN FINL COM 33751L105 28,058 -3,044 -9.79 363 -18.06 0.2960
2020-08-13 2020-06-30 13F FIRST WESTN FINL COM 33751L105 31,102 -8,098 -20.66 443 -20.04 0.3729
2020-05-14 2020-03-31 13F FIRST WESTN FINL COM 33751L105 39,200 -529 -1.33 554 -15.29 0.5793
2020-02-14 2019-12-31 13F FIRST WESTN FINL COM 33751L105 39,729 2,864 7.77 654 3.81 0.3940
2019-11-14 2019-09-30 13F FIRST WESTN FINL COM 33751L105 36,865 2,510 7.31 630 38.16 0.3791
2019-08-01 2019-06-30 13F FIRST WESTN FINL COM 33751L105 34,355 34,355 456 0.2523
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.