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Disclosery

FIRST FOUNDATION ADVISORS: AOR position timeline

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

FIRST FOUNDATION ADVISORS held 79,255 AOR 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 79,255 shares
    Change vs previous 13F +4,063 shares

    0.2% of the 13F portfolio, value $5,508,223.

    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 75,192 shares
    Change vs previous 13F -1,379 shares

    0.19% of the 13F portfolio, value $4,838,606.

    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 76,571 shares
    Change vs previous 13F +2,295 shares

    0.19% of the 13F portfolio, value $4,977,881.

    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 74,276 shares
    Change vs previous 13F +2,070 shares

    0.18% of the 13F portfolio, value $4,781,888.

    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 72,206 shares
    Change vs previous 13F +214 shares

    0.16% of the 13F portfolio, value $4,445,723.

    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 71,992 shares
    Change vs previous 13F -2,888 shares

    0.17% of the 13F portfolio, value $4,144,579.

    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 74,880 shares
    Change vs previous 13F +2,779 shares

    0.16% of the 13F portfolio, value $4,292,126.

    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 72,101 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,271,263.

    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).