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Schedule 13G/A

MYFW Schedule 13G/A filing by Wellington Management Group

Wellington Management Group reported beneficial ownership of 1.0M shares, representing 10.51% of First Western Financial Inc in this filing.

FiledAug 6, 2026
Ownership dateJul 31, 2026
Reported shares1.0M
Reported ownership10.51%
Ownership details

Voting and dispositive power reported in the filing

These figures describe the reporting filer’s disclosed voting and investment authority. They should be read together with the reported share count and percentage.

Sole voting power 0
Shared voting power 683.0K
Sole dispositive power 0
Shared dispositive power 1.0M
Compared with the prior filing

How the reported position changed

This compares the current filing with the previous tracked Schedule 13 filing from the same reporting CIK for MYFW. A change between filings does not by itself establish when shares were bought or sold.

Previous filingMay 15, 2026
Reported share change+506,348
Ownership percentage change+5.17 pts
Previous filingThis filing
Reported shares520.3K1.0M
Reported ownership5.34%10.51%
Price context

Price dates alongside the ownership filing

Price data provides market context around the disclosure. It does not identify the filer’s actual transaction price.

Close near filing date$31.68as of Aug 6, 2026
Latest tracked price$31.68as of Aug 6, 2026
Source

Original filing and accession

Use the SEC filing as the primary source when you need the complete disclosure, footnotes, exhibits, or reporting-person details.

Reporting filer
Wellington Management Group
CIK
CIK0000902219
Accession
0000902219-26-000217
Form
Schedule 13G/A
Read the filing in context

Understand what a Schedule 13 filing does—and does not—tell you.