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FIRST FOUNDATION ADVISORS: IVE position timeline

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

FIRST FOUNDATION ADVISORS held 25,016 IVE 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 25,016 shares
    Change vs previous 13F +1,581 shares

    0.2% of the 13F portfolio, value $5,680,132.

    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 23,435 shares
    Change vs previous 13F +2,996 shares

    0.2% of the 13F portfolio, value $4,948,300.

    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 20,439 shares
    Change vs previous 13F +3,345 shares

    0.16% of the 13F portfolio, value $4,334,498.

    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 17,094 shares
    Change vs previous 13F +3,354 shares

    0.13% of the 13F portfolio, value $3,530,082.

    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 13,740 shares
    Change vs previous 13F +5,689 shares

    0.1% of the 13F portfolio, value $2,685,071.

    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 8,051 shares
    Change vs previous 13F +2,314 shares

    0.06% of the 13F portfolio, value $1,534,359.

    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 5,737 shares
    Change vs previous 13F +340 shares

    0.04% of the 13F portfolio, value $1,095,078.

    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 5,397 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,064,126.

    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).