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Disclosery

FIRST FOUNDATION ADVISORS: CEG position timeline

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

FIRST FOUNDATION ADVISORS held 3,877 CEG 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 3,877 shares
    Change vs previous 13F -1,127 shares

    0.03% of the 13F portfolio, value $962,931.

    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 5,004 shares
    Change vs previous 13F +1,172 shares

    0.06% of the 13F portfolio, value $1,397,369.

    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 3,832 shares
    Change vs previous 13F +3,040 shares

    0.05% of the 13F portfolio, value $1,353,731.

    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 792 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $260,623.

    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 724 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,678.

    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).