Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: CP position timeline

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

FIRST FOUNDATION ADVISORS held 124,078 CP 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 124,078 shares
    Change vs previous 13F -3,401 shares

    0.39% of the 13F portfolio, value $10,751,387.

    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 127,479 shares
    Change vs previous 13F +51 shares

    0.4% of the 13F portfolio, value $10,027,502.

    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 127,428 shares
    Change vs previous 13F -18,525 shares

    0.35% of the 13F portfolio, value $9,382,489.

    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 145,953 shares
    Change vs previous 13F -4,951 shares

    0.4% of the 13F portfolio, value $10,872,045.

    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 150,904 shares
    Change vs previous 13F -1,925 shares

    0.44% of the 13F portfolio, value $11,962,145.

    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 152,829 shares
    Change vs previous 13F -22,608 shares

    0.44% of the 13F portfolio, value $10,730,153.

    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 175,437 shares
    Change vs previous 13F -18,441 shares

    0.48% of the 13F portfolio, value $12,696,391.

    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 193,878 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $16,584,285.

    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).