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FIRST FOUNDATION ADVISORS: IQLT position timeline

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

FIRST FOUNDATION ADVISORS held 76,511 IQLT 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 76,511 shares
    Change vs previous 13F -5,448 shares

    0.14% of the 13F portfolio, value $3,791,120.

    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 81,959 shares
    Change vs previous 13F -6,151 shares

    0.15% of the 13F portfolio, value $3,788,965.

    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 88,110 shares
    Change vs previous 13F +110 shares

    0.15% of the 13F portfolio, value $4,004,617.

    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 88,000 shares
    Change vs previous 13F +3,391 shares

    0.14% of the 13F portfolio, value $3,888,720.

    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 84,609 shares
    Change vs previous 13F +17,440 shares

    0.14% of the 13F portfolio, value $3,656,801.

    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 67,169 shares
    Change vs previous 13F +20,490 shares

    0.11% of the 13F portfolio, value $2,665,938.

    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 46,679 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,732,724.

    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).