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FIRST FOUNDATION ADVISORS: ITOT position timeline

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

FIRST FOUNDATION ADVISORS held 83,334 ITOT 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 83,334 shares
    Change vs previous 13F -872 shares

    0.49% of the 13F portfolio, value $13,689,335.

    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 84,206 shares
    Change vs previous 13F -7,869 shares

    0.48% of the 13F portfolio, value $11,993,481.

    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 92,075 shares
    Change vs previous 13F -1,018 shares

    0.52% of the 13F portfolio, value $13,690,612.

    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 93,093 shares
    Change vs previous 13F -3,068 shares

    0.5% of the 13F portfolio, value $13,559,059.

    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 96,161 shares
    Change vs previous 13F -530 shares

    0.48% of the 13F portfolio, value $12,985,584.

    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 96,691 shares
    Change vs previous 13F -1,703 shares

    0.48% of the 13F portfolio, value $11,797,224.

    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 98,394 shares
    Change vs previous 13F -18,718 shares

    0.48% of the 13F portfolio, value $12,655,408.

    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 117,112 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,711,556.

    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).