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Disclosery

FIRST FOUNDATION ADVISORS: IWD position timeline

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

FIRST FOUNDATION ADVISORS held 10,114 IWD 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 10,114 shares
    Change vs previous 13F +4,638 shares

    0.09% of the 13F portfolio, value $2,451,906.

    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 5,476 shares
    Change vs previous 13F +299 shares

    0.05% of the 13F portfolio, value $1,170,142.

    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 5,177 shares
    Change vs previous 13F -300 shares

    0.04% of the 13F portfolio, value $1,088,845.

    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 5,477 shares
    Change vs previous 13F +142 shares

    0.04% of the 13F portfolio, value $1,115,051.

    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 5,335 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $1,036,127.

    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 5,192 shares
    Change vs previous 13F -546 shares

    0.04% of the 13F portfolio, value $976,891.

    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 5,738 shares
    Change vs previous 13F -116 shares

    0.04% of the 13F portfolio, value $1,062,272.

    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 5,854 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,111,134.

    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).