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FIRST FOUNDATION ADVISORS: BE position timeline

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

FIRST FOUNDATION ADVISORS held 17,500 BE 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 17,500 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $5,297,250.

    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 17,500 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,371,075.

    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 17,500 shares
    Change vs previous 13F -9,828 shares

    0.06% of the 13F portfolio, value $1,520,575.

    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 27,328 shares
    Change vs previous 13F -33,210 shares

    0.09% of the 13F portfolio, value $2,311,129.

    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 60,538 shares
    Change vs previous 13F -13,976 shares

    0.05% of the 13F portfolio, value $1,448,069.

    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 74,514 shares
    Change vs previous 13F -3,860 shares

    0.06% of the 13F portfolio, value $1,464,945.

    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 78,374 shares
    Change vs previous 13F -5,787 shares

    0.07% of the 13F portfolio, value $1,740,687.

    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 84,161 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $888,740.

    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).