Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: IVV position timeline

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

FIRST FOUNDATION ADVISORS held 300,496 IVV 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 300,496 shares
    Change vs previous 13F +4,414 shares

    8.09% of the 13F portfolio, value $225,038,180.

    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 296,082 shares
    Change vs previous 13F +7,191 shares

    7.79% of the 13F portfolio, value $193,403,954.

    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 288,891 shares
    Change vs previous 13F -3,541 shares

    7.46% of the 13F portfolio, value $197,872,754.

    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 292,432 shares
    Change vs previous 13F -4,652 shares

    7.23% of the 13F portfolio, value $195,724,468.

    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 297,084 shares
    Change vs previous 13F +4,512 shares

    6.84% of the 13F portfolio, value $184,459,319.

    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 292,572 shares
    Change vs previous 13F +26,272 shares

    6.69% of the 13F portfolio, value $164,396,153.

    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 266,300 shares
    Change vs previous 13F +22,213 shares

    5.9% of the 13F portfolio, value $156,765,729.

    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 244,087 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $140,794,444.

    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).