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Disclosery

FIRST FOUNDATION ADVISORS: IWN position timeline

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

FIRST FOUNDATION ADVISORS held 17,245 IWN 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 17,245 shares
    Change vs previous 13F +1,517 shares

    0.14% of the 13F portfolio, value $3,814,536.

    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 15,728 shares
    Change vs previous 13F +1,237 shares

    0.12% of the 13F portfolio, value $2,981,780.

    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 14,491 shares
    Change vs previous 13F +665 shares

    0.1% of the 13F portfolio, value $2,625,977.

    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 13,826 shares
    Change vs previous 13F +1,163 shares

    0.09% of the 13F portfolio, value $2,444,575.

    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 12,663 shares
    Change vs previous 13F +5,896 shares

    0.07% of the 13F portfolio, value $1,997,715.

    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 6,767 shares
    Change vs previous 13F +1,298 shares

    0.04% of the 13F portfolio, value $1,021,719.

    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 5,469 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $897,846.

    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 5,586 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $931,791.

    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).