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Disclosery

FIRST FOUNDATION ADVISORS: CSGP position timeline

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

FIRST FOUNDATION ADVISORS held 13,494 CSGP 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 13,494 shares
    Change vs previous 13F -4,802 shares

    0.01% of the 13F portfolio, value $382,151.

    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 18,296 shares
    Change vs previous 13F -2,239 shares

    0.03% of the 13F portfolio, value $738,061.

    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 20,535 shares
    Change vs previous 13F -12,156 shares

    0.05% of the 13F portfolio, value $1,380,773.

    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 32,691 shares
    Change vs previous 13F -8,532 shares

    0.1% of the 13F portfolio, value $2,758,140.

    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 41,223 shares
    Change vs previous 13F -12,869 shares

    0.12% of the 13F portfolio, value $3,314,329.

    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 54,092 shares
    Change vs previous 13F -36,924 shares

    0.17% of the 13F portfolio, value $4,285,709.

    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 91,016 shares
    Change vs previous 13F +23,248 shares

    0.25% of the 13F portfolio, value $6,515,835.

    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 67,768 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,112,418.

    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).