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Disclosery

FIRST FOUNDATION ADVISORS: IVW position timeline

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

FIRST FOUNDATION ADVISORS held 69,181 IVW 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 69,181 shares
    Change vs previous 13F +2,676 shares

    0.34% of the 13F portfolio, value $9,514,436.

    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 66,505 shares
    Change vs previous 13F +5,189 shares

    0.3% of the 13F portfolio, value $7,522,422.

    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 61,316 shares
    Change vs previous 13F +4,827 shares

    0.28% of the 13F portfolio, value $7,557,810.

    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 56,489 shares
    Change vs previous 13F +5,613 shares

    0.25% of the 13F portfolio, value $6,819,352.

    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 50,876 shares
    Change vs previous 13F +17,393 shares

    0.21% of the 13F portfolio, value $5,601,448.

    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 33,483 shares
    Change vs previous 13F +16,497 shares

    0.13% of the 13F portfolio, value $3,108,227.

    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 16,986 shares
    Change vs previous 13F +350 shares

    0.06% of the 13F portfolio, value $1,724,588.

    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 16,636 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,592,898.

    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).