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Disclosery

FIRST FOUNDATION ADVISORS: BETA position timeline

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

FIRST FOUNDATION ADVISORS held 35,650 BETA 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 35,650 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $597,138.

    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 35,650 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $524,055.

    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).