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Disclosery

FIRST FOUNDATION ADVISORS: CPRT position timeline

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

FIRST FOUNDATION ADVISORS held 0 CPRT 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 0 shares
    Change vs previous 13F -61,766 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 61,766 shares
    Change vs previous 13F +465 shares

    0.08% of the 13F portfolio, value $2,050,631.

    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 61,301 shares
    Change vs previous 13F -10,697 shares

    0.09% of the 13F portfolio, value $2,399,935.

    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 71,998 shares
    Change vs previous 13F -7,027 shares

    0.12% of the 13F portfolio, value $3,237,750.

    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 79,025 shares
    Change vs previous 13F +7,500 shares

    0.14% of the 13F portfolio, value $3,877,757.

    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 71,525 shares
    Change vs previous 13F +5,306 shares

    0.16% of the 13F portfolio, value $4,047,599.

    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 66,219 shares
    Change vs previous 13F +9,349 shares

    0.14% of the 13F portfolio, value $3,800,309.

    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 56,870 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,979,988.

    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).