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Disclosery

FIRST FOUNDATION ADVISORS: EFV position timeline

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

FIRST FOUNDATION ADVISORS held 59,286 EFV 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 59,286 shares
    Change vs previous 13F +4,922 shares

    0.16% of the 13F portfolio, value $4,538,355.

    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 54,364 shares
    Change vs previous 13F +2,925 shares

    0.16% of the 13F portfolio, value $4,041,963.

    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 51,439 shares
    Change vs previous 13F +5,546 shares

    0.14% of the 13F portfolio, value $3,673,259.

    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 45,893 shares
    Change vs previous 13F +3,760 shares

    0.12% of the 13F portfolio, value $3,112,922.

    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 42,133 shares
    Change vs previous 13F +2,690 shares

    0.1% of the 13F portfolio, value $2,674,603.

    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 39,443 shares
    Change vs previous 13F +481 shares

    0.09% of the 13F portfolio, value $2,324,771.

    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 38,962 shares
    Change vs previous 13F +940 shares

    0.08% of the 13F portfolio, value $2,044,336.

    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 38,022 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,187,406.

    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).