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FIRST FOUNDATION ADVISORS: AGGY position timeline

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

FIRST FOUNDATION ADVISORS held 329,835 AGGY 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 329,835 shares
    Change vs previous 13F +9,236 shares

    0.52% of the 13F portfolio, value $14,341,224.

    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 320,599 shares
    Change vs previous 13F +10,464 shares

    0.56% of the 13F portfolio, value $13,930,047.

    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 310,135 shares
    Change vs previous 13F -23,241 shares

    0.51% of the 13F portfolio, value $13,661,421.

    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 333,376 shares
    Change vs previous 13F -10,427 shares

    0.55% of the 13F portfolio, value $14,758,563.

    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 343,803 shares
    Change vs previous 13F -14,742 shares

    0.56% of the 13F portfolio, value $15,000,124.

    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 358,545 shares
    Change vs previous 13F -108,578 shares

    0.63% of the 13F portfolio, value $15,571,623.

    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 467,123 shares
    Change vs previous 13F +33,428 shares

    0.75% of the 13F portfolio, value $20,048,939.

    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 433,695 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $19,390,512.

    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).