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Disclosery

FIRST FOUNDATION ADVISORS: IWM position timeline

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

FIRST FOUNDATION ADVISORS held 151,117 IWM 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 151,117 shares
    Change vs previous 13F +23,020 shares

    1.63% of the 13F portfolio, value $45,402,962.

    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 128,097 shares
    Change vs previous 13F -1,363 shares

    1.28% of the 13F portfolio, value $31,767,972.

    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 129,460 shares
    Change vs previous 13F +9,505 shares

    1.2% of the 13F portfolio, value $31,867,971.

    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 119,955 shares
    Change vs previous 13F +1,880 shares

    1.07% of the 13F portfolio, value $29,024,298.

    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 118,075 shares
    Change vs previous 13F -3,826 shares

    0.94% of the 13F portfolio, value $25,479,428.

    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 121,901 shares
    Change vs previous 13F +6,890 shares

    0.99% of the 13F portfolio, value $24,318,076.

    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 115,011 shares
    Change vs previous 13F +9,263 shares

    0.96% of the 13F portfolio, value $25,412,727.

    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 105,748 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $23,358,829.

    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).