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FIRST FOUNDATION ADVISORS: LQD position timeline

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

FIRST FOUNDATION ADVISORS held 100,442 LQD 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 100,442 shares
    Change vs previous 13F +37,662 shares

    0.39% of the 13F portfolio, value $10,955,209.

    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 62,780 shares
    Change vs previous 13F -1,675 shares

    0.28% of the 13F portfolio, value $6,842,392.

    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 64,455 shares
    Change vs previous 13F -247 shares

    0.27% of the 13F portfolio, value $7,102,296.

    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 64,702 shares
    Change vs previous 13F -709 shares

    0.27% of the 13F portfolio, value $7,212,332.

    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 65,411 shares
    Change vs previous 13F -1,937 shares

    0.27% of the 13F portfolio, value $7,169,699.

    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 67,348 shares
    Change vs previous 13F -262,699 shares

    0.3% of the 13F portfolio, value $7,320,054.

    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 330,047 shares
    Change vs previous 13F +29,436 shares

    1.33% of the 13F portfolio, value $35,262,224.

    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 300,611 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $33,963,030.

    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).