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Disclosery

FIRST FOUNDATION ADVISORS: BTI position timeline

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

FIRST FOUNDATION ADVISORS held 7,565 BTI 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 7,565 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $467,214.

    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 7,565 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $442,326.

    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 7,565 shares
    Change vs previous 13F -10,000 shares

    0.02% of the 13F portfolio, value $428,330.

    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 17,565 shares
    Change vs previous 13F -21,896 shares

    0.03% of the 13F portfolio, value $932,350.

    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 39,461 shares
    Change vs previous 13F -5,423 shares

    0.07% of the 13F portfolio, value $1,867,689.

    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 44,884 shares
    Change vs previous 13F -736 shares

    0.08% of the 13F portfolio, value $1,856,851.

    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 45,620 shares
    Change vs previous 13F +7,456 shares

    0.06% of the 13F portfolio, value $1,656,918.

    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 38,164 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,396,039.

    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).