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Disclosery

FIRST FOUNDATION ADVISORS: BUR position timeline

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

FIRST FOUNDATION ADVISORS held 380,953 BUR 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 380,953 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,561,907.

    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 380,953 shares
    Change vs previous 13F +1,080 shares

    0.07% of the 13F portfolio, value $1,721,907.

    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 379,873 shares
    Change vs previous 13F +71,315 shares

    0.13% of the 13F portfolio, value $3,388,467.

    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 308,558 shares
    Change vs previous 13F -6,800 shares

    0.14% of the 13F portfolio, value $3,690,353.

    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 315,358 shares
    Change vs previous 13F -69,683 shares

    0.17% of the 13F portfolio, value $4,497,005.

    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 385,041 shares
    Change vs previous 13F -90,106 shares

    0.21% of the 13F portfolio, value $5,086,392.

    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 475,147 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $6,058,124.

    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 475,147 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,300,450.

    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).