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Disclosery

FIRST FOUNDATION ADVISORS: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST FOUNDATION ADVISORS on AGG, newest first. How the timeline and the estimate are built.

FIRST FOUNDATION ADVISORS held 161,259 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,259 shares
    Change vs previous 13F -525 shares

    0.57% of the 13F portfolio, value $15,961,396.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 161,784 shares
    Change vs previous 13F +12,492 shares

    0.65% of the 13F portfolio, value $16,060,266.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 149,292 shares
    Change vs previous 13F -36,796 shares

    0.56% of the 13F portfolio, value $14,911,296.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 186,088 shares
    Change vs previous 13F -175,459 shares

    0.69% of the 13F portfolio, value $18,655,296.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 361,547 shares
    Change vs previous 13F -1,682 shares

    1.33% of the 13F portfolio, value $35,865,491.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 363,229 shares
    Change vs previous 13F +56,772 shares

    1.46% of the 13F portfolio, value $35,930,651.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 306,457 shares
    Change vs previous 13F +29,480 shares

    1.12% of the 13F portfolio, value $29,695,709.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 276,977 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $28,049,450.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).