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Disclosery

FIRST FOUNDATION ADVISORS: IWO position timeline

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

FIRST FOUNDATION ADVISORS held 10,891 IWO 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 10,891 shares
    Change vs previous 13F +792 shares

    0.15% of the 13F portfolio, value $4,290,618.

    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 10,099 shares
    Change vs previous 13F +971 shares

    0.13% of the 13F portfolio, value $3,169,167.

    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 9,128 shares
    Change vs previous 13F +341 shares

    0.11% of the 13F portfolio, value $2,948,435.

    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 8,787 shares
    Change vs previous 13F +409 shares

    0.1% of the 13F portfolio, value $2,812,192.

    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 8,378 shares
    Change vs previous 13F +3,429 shares

    0.09% of the 13F portfolio, value $2,394,935.

    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 4,949 shares
    Change vs previous 13F +373 shares

    0.05% of the 13F portfolio, value $1,264,568.

    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 4,576 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $1,316,989.

    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 4,547 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,291,226.

    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).