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Disclosery

FIRST FOUNDATION ADVISORS: COST position timeline

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

FIRST FOUNDATION ADVISORS held 13,569 COST 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 13,569 shares
    Change vs previous 13F -749 shares

    0.46% of the 13F portfolio, value $12,693,831.

    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 14,318 shares
    Change vs previous 13F -107 shares

    0.57% of the 13F portfolio, value $14,266,921.

    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 14,425 shares
    Change vs previous 13F -111 shares

    0.47% of the 13F portfolio, value $12,439,597.

    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 14,536 shares
    Change vs previous 13F -919 shares

    0.5% of the 13F portfolio, value $13,455,269.

    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 15,455 shares
    Change vs previous 13F +233 shares

    0.57% of the 13F portfolio, value $15,299,473.

    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 15,222 shares
    Change vs previous 13F +342 shares

    0.59% of the 13F portfolio, value $14,396,608.

    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 14,880 shares
    Change vs previous 13F +573 shares

    0.51% of the 13F portfolio, value $13,634,421.

    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 14,307 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $12,683,882.

    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).