Wellington reports 10.51% stake in First Western Financial

Wellington Management Group LLP and related entities reported significant ownership of First Western Financial, Inc. common stock.

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities reported significant ownership of First Western Financial, Inc. common stock. The filing states beneficial ownership of 1,026,677 shares, representing 10.51 % of the common stock. These shares are held for clients of various Wellington investment advisers.

The Wellington entities report 0 shares with sole voting or dispositive power and up to 683,012 shares with shared voting power and 1,026,677 shares with shared dispositive power at different entity levels. Wellington Management Company LLP’s interest is reported at 9.4 % of the class. No single underlying client is known to hold more than five percent of the class.

Key Figures

Shares beneficially owned: 1,026,677 shares Percent of class: 10.51 % Shared voting power: 683,012.00 shares +4 more

7 metrics

Shares beneficially owned 1,026,677 shares Total MYFW common stock beneficially owned by Wellington-related entities

Percent of class 10.51 % Portion of First Western Financial common stock reported as beneficially owned

Shared voting power 683,012.00 shares MYFW shares over which Wellington entities report shared voting power

Shared dispositive power 1,026,677.00 shares MYFW shares over which Wellington entities report shared dispositive power

Wellington Management Company LLP percentage 9.4 % Interest in MYFW common stock attributed to Wellington Management Company LLP

Event date 07/31/2026 Date associated with the ownership information reported

Signature date 08/07/2026 Date the compliance manager signed the Schedule 13G/A

Key Terms

beneficially owned, dispositive power, parent holding company, investment advisers, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

dispositive power financial

"Shared Dispositive Power 1,026,677.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

parent holding company financial

"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"

investment advisers financial

"One or more of the following investment advisers (the "Wellington Investment Advisers")"

percent of class financial

"Percent of class: 10.51 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake in MYFW does Wellington Management report in this Schedule 13G/A?

Wellington Management entities report beneficial ownership of 1,026,677 MYFW shares, equal to 10.51 % of First Western Financial’s common stock. These shares are held for clients of Wellington investment advisers rather than directly for Wellington itself.

How much voting power over MYFW shares does Wellington report?

The Wellington entities report 0 shares with sole voting power and up to 683,012 MYFW shares with shared voting power. Voting authority is exercised collectively for client accounts managed by Wellington investment advisers identified in the filing.

What dispositive power over MYFW shares does Wellington have?

The filing reports 0 MYFW shares with sole dispositive power and up to 1,026,677 shares with shared dispositive power. Dispositive power reflects the ability of Wellington-related advisers to direct the sale or transfer of client-held shares.

Which Wellington entity has a 9.4% interest in MYFW?

Wellington Management Company LLP is shown as having shared dispositive power over 913,248 MYFW shares and an interest representing 9.4 % of First Western Financial’s common stock. This reflects its role as one of the investment advisers.

Do any Wellington clients individually own over 5% of MYFW?

No. The filing states that while clients of Wellington advisers own the MYFW shares of record, no individual client is known to have rights over more than five percent of the class of First Western Financial common stock.

Who signed the MYFW Schedule 13G/A on behalf of Wellington?

The Schedule 13G/A for MYFW was signed by Matthew Revell, identified as Compliance Manager, with multiple signatures dated 08/07/2026 for the various Wellington entities listed as reporting persons.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 08/06/2026 - 10:42 AM Accepted by SEC EDGAR 08/06/2026 - 10:42 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

First Western Financial, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

33751L105

(CUSIP Number)

07/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 33751L105

1

Names of Reporting Persons

Wellington Management Group LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 683,012.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,026,677.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,026,677.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.5 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 33751L105

1

Names of Reporting Persons

Wellington Group Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 683,012.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,026,677.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,026,677.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.5 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 33751L105

1

Names of Reporting Persons

Wellington Investment Advisors Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 683,012.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,026,677.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,026,677.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.5 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 33751L105

1

Names of Reporting Persons

Wellington Management Company LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 683,012.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 913,248.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,026,677.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.4 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: First Western Financial, Inc.
(b)	Address of issuer's principal executive offices: 1900 16th Street, Suite 1200, Denver CO
Item 2.
(a)	Name of person filing: Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP
(b)	Address or principal business office or, if none, residence: c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)	Citizenship: Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 33751L105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the responses to Item 9 on the attached cover pages.
(b)	Percent of class: 10.51 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: See the responses to Item 6 on the attached cover pages.
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: See the responses to Item 8 on the attached cover pages.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows: Not Applicable.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. Wellington Group Holdings LLP - HC Wellington Investment Advisors LLP - HC Wellington Management Global Holdings, Ltd. - HC One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA Wellington Management Canada LLC - IA Wellington Management Singapore Pte Ltd - IA Wellington Management Hong Kong Ltd - IA Wellington Management International Ltd - IA Wellington Management Japan Pte Ltd - IA Wellington Management Australia Pty Ltd - IA The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wellington Management Group LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/07/2026

Wellington Group Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/07/2026

Wellington Investment Advisors Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/07/2026

Wellington Management Company LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/07/2026