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Disclosery

FIRST FOUNDATION ADVISORS: EW position timeline

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

FIRST FOUNDATION ADVISORS held 5,810 EW 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 5,810 shares
    Change vs previous 13F +1,976 shares

    0.02% of the 13F portfolio, value $525,573.

    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 3,834 shares
    Change vs previous 13F -7,307 shares

    0.01% of the 13F portfolio, value $307,027.

    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 11,141 shares
    Change vs previous 13F -28,537 shares

    0.04% of the 13F portfolio, value $949,770.

    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 39,678 shares
    Change vs previous 13F +471 shares

    0.11% of the 13F portfolio, value $3,085,758.

    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 39,207 shares
    Change vs previous 13F +905 shares

    0.11% of the 13F portfolio, value $3,066,379.

    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 38,302 shares
    Change vs previous 13F -1,999 shares

    0.11% of the 13F portfolio, value $2,776,129.

    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 40,301 shares
    Change vs previous 13F -626 shares

    0.11% of the 13F portfolio, value $2,983,483.

    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 40,927 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,700,773.

    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).