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Disclosery

FIRST FOUNDATION ADVISORS: IWF position timeline

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

FIRST FOUNDATION ADVISORS held 157,598 IWF 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 157,598 shares
    Change vs previous 13F +114,971 shares

    0.7% of the 13F portfolio, value $19,568,898.

    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 42,627 shares
    Change vs previous 13F -5,635 shares

    0.73% of the 13F portfolio, value $18,176,309.

    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 48,262 shares
    Change vs previous 13F -1,849 shares

    0.86% of the 13F portfolio, value $22,842,241.

    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 50,111 shares
    Change vs previous 13F -11,222 shares

    0.87% of the 13F portfolio, value $23,472,533.

    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 61,333 shares
    Change vs previous 13F -8,213 shares

    0.97% of the 13F portfolio, value $26,040,930.

    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 69,546 shares
    Change vs previous 13F +702 shares

    1.02% of the 13F portfolio, value $25,112,296.

    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 68,844 shares
    Change vs previous 13F +8,725 shares

    1.04% of the 13F portfolio, value $27,646,387.

    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 60,119 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $22,567,430.

    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).