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Disclosery

FIRST FOUNDATION ADVISORS: HD position timeline

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

FIRST FOUNDATION ADVISORS held 12,526 HD 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 12,526 shares
    Change vs previous 13F -2,017 shares

    0.16% of the 13F portfolio, value $4,417,817.

    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 14,543 shares
    Change vs previous 13F +1,168 shares

    0.19% of the 13F portfolio, value $4,783,169.

    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 13,375 shares
    Change vs previous 13F +2,425 shares

    0.17% of the 13F portfolio, value $4,602,419.

    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 10,950 shares
    Change vs previous 13F +610 shares

    0.16% of the 13F portfolio, value $4,436,906.

    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 10,340 shares
    Change vs previous 13F +299 shares

    0.14% of the 13F portfolio, value $3,791,004.

    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 10,041 shares
    Change vs previous 13F -1,123 shares

    0.15% of the 13F portfolio, value $3,679,880.

    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 11,164 shares
    Change vs previous 13F -140 shares

    0.16% of the 13F portfolio, value $4,342,849.

    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 11,304 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,580,504.

    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).