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Disclosery

FIRST FOUNDATION ADVISORS: IWP position timeline

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

FIRST FOUNDATION ADVISORS held 66,345 IWP 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 66,345 shares
    Change vs previous 13F +191 shares

    0.35% of the 13F portfolio, value $9,713,566.

    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 66,154 shares
    Change vs previous 13F +913 shares

    0.34% of the 13F portfolio, value $8,475,628.

    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 65,241 shares
    Change vs previous 13F -2,064 shares

    0.34% of the 13F portfolio, value $8,934,059.

    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 67,305 shares
    Change vs previous 13F -7,758 shares

    0.35% of the 13F portfolio, value $9,584,842.

    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 75,063 shares
    Change vs previous 13F +13,645 shares

    0.39% of the 13F portfolio, value $10,409,736.

    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 61,418 shares
    Change vs previous 13F -4,836 shares

    0.29% of the 13F portfolio, value $7,216,008.

    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 66,254 shares
    Change vs previous 13F -537 shares

    0.32% of the 13F portfolio, value $8,397,684.

    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 66,791 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,833,887.

    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).