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FIRST FOUNDATION ADVISORS: CME position timeline

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

FIRST FOUNDATION ADVISORS held 23,316 CME 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 23,316 shares
    Change vs previous 13F -1,665 shares

    0.19% of the 13F portfolio, value $5,148,936.

    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 24,981 shares
    Change vs previous 13F -2,790 shares

    0.3% of the 13F portfolio, value $7,378,277.

    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 27,771 shares
    Change vs previous 13F -1,900 shares

    0.29% of the 13F portfolio, value $7,583,686.

    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 29,671 shares
    Change vs previous 13F -3,954 shares

    0.3% of the 13F portfolio, value $8,016,730.

    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 33,625 shares
    Change vs previous 13F -6,592 shares

    0.34% of the 13F portfolio, value $9,267,619.

    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 40,217 shares
    Change vs previous 13F -19,733 shares

    0.43% of the 13F portfolio, value $10,669,292.

    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 59,950 shares
    Change vs previous 13F -2,855 shares

    0.52% of the 13F portfolio, value $13,922,163.

    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 62,805 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $13,857,842.

    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).