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FIRST FOUNDATION ADVISORS: DGRO position timeline

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

FIRST FOUNDATION ADVISORS held 143,182 DGRO 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 143,182 shares
    Change vs previous 13F +8,106 shares

    0.39% of the 13F portfolio, value $10,851,789.

    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 135,076 shares
    Change vs previous 13F +55,952 shares

    0.38% of the 13F portfolio, value $9,479,650.

    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 79,124 shares
    Change vs previous 13F +14,283 shares

    0.21% of the 13F portfolio, value $5,492,787.

    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 64,841 shares
    Change vs previous 13F +2,171 shares

    0.16% of the 13F portfolio, value $4,414,388.

    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 62,670 shares
    Change vs previous 13F +7,103 shares

    0.15% of the 13F portfolio, value $4,007,095.

    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 55,567 shares
    Change vs previous 13F +1,613 shares

    0.14% of the 13F portfolio, value $3,432,952.

    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 53,954 shares
    Change vs previous 13F +8,885 shares

    0.12% of the 13F portfolio, value $3,309,524.

    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 45,069 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,825,364.

    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).