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Disclosery

FIRST FOUNDATION ADVISORS: IWS position timeline

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

FIRST FOUNDATION ADVISORS held 22,525 IWS 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 22,525 shares
    Change vs previous 13F +1,319 shares

    0.13% of the 13F portfolio, value $3,707,615.

    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 21,206 shares
    Change vs previous 13F +3,550 shares

    0.12% of the 13F portfolio, value $3,090,562.

    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 17,656 shares
    Change vs previous 13F +573 shares

    0.09% of the 13F portfolio, value $2,490,379.

    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 17,083 shares
    Change vs previous 13F +1,430 shares

    0.09% of the 13F portfolio, value $2,385,983.

    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 15,653 shares
    Change vs previous 13F +2,874 shares

    0.08% of the 13F portfolio, value $2,068,387.

    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 12,779 shares
    Change vs previous 13F +2,410 shares

    0.07% of the 13F portfolio, value $1,609,709.

    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 10,369 shares
    Change vs previous 13F -175 shares

    0.05% of the 13F portfolio, value $1,341,123.

    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 10,544 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,394,484.

    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).