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Disclosery

FIRST FOUNDATION ADVISORS: EFG position timeline

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

FIRST FOUNDATION ADVISORS held 34,517 EFG 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 34,517 shares
    Change vs previous 13F +3,257 shares

    0.15% of the 13F portfolio, value $4,294,605.

    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 31,260 shares
    Change vs previous 13F +2,242 shares

    0.14% of the 13F portfolio, value $3,481,426.

    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 29,018 shares
    Change vs previous 13F +2,977 shares

    0.12% of the 13F portfolio, value $3,305,731.

    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 26,041 shares
    Change vs previous 13F +2,309 shares

    0.11% of the 13F portfolio, value $2,965,550.

    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 23,732 shares
    Change vs previous 13F +1,595 shares

    0.1% of the 13F portfolio, value $2,657,984.

    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 22,137 shares
    Change vs previous 13F +1,649 shares

    0.09% of the 13F portfolio, value $2,213,700.

    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 20,488 shares
    Change vs previous 13F -1,008 shares

    0.07% of the 13F portfolio, value $1,983,853.

    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 21,496 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,314,008.

    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).