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Disclosery

FIRST FOUNDATION ADVISORS: MO position timeline

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

FIRST FOUNDATION ADVISORS held 3,393 MO 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 3,393 shares
    Change vs previous 13F -523 shares

    0.01% of the 13F portfolio, value $244,095.

    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 3,916 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $258,416.

    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 4,210 shares
    Change vs previous 13F -14,050 shares

    0.01% of the 13F portfolio, value $242,732.

    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 18,260 shares
    Change vs previous 13F -2,783 shares

    0.04% of the 13F portfolio, value $1,206,234.

    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 21,043 shares
    Change vs previous 13F -397 shares

    0.05% of the 13F portfolio, value $1,233,780.

    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 21,440 shares
    Change vs previous 13F -2,292 shares

    0.05% of the 13F portfolio, value $1,286,829.

    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 23,732 shares
    Change vs previous 13F -3,312 shares

    0.05% of the 13F portfolio, value $1,240,946.

    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 27,044 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,380,326.

    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).