Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: IWR position timeline

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

FIRST FOUNDATION ADVISORS held 583,207 IWR 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 583,207 shares
    Change vs previous 13F +29,403 shares

    2.31% of the 13F portfolio, value $64,339,399.

    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 553,804 shares
    Change vs previous 13F +35,791 shares

    2.17% of the 13F portfolio, value $53,846,340.

    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 518,013 shares
    Change vs previous 13F +10,618 shares

    1.88% of the 13F portfolio, value $49,869,140.

    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 507,395 shares
    Change vs previous 13F +7,676 shares

    1.81% of the 13F portfolio, value $48,988,970.

    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 499,719 shares
    Change vs previous 13F -990 shares

    1.7% of the 13F portfolio, value $45,959,121.

    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 500,709 shares
    Change vs previous 13F +2,810 shares

    1.73% of the 13F portfolio, value $42,595,298.

    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 497,899 shares
    Change vs previous 13F +28,664 shares

    1.66% of the 13F portfolio, value $44,014,291.

    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 469,235 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $41,358,348.

    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).