Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: MOAT position timeline

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

FIRST FOUNDATION ADVISORS held 593,918 MOAT 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 593,918 shares
    Change vs previous 13F -149,493 shares

    2.22% of the 13F portfolio, value $61,743,749.

    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 743,411 shares
    Change vs previous 13F -17,115 shares

    2.9% of the 13F portfolio, value $71,887,875.

    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 760,526 shares
    Change vs previous 13F -39,291 shares

    2.97% of the 13F portfolio, value $78,760,025.

    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 799,817 shares
    Change vs previous 13F -76,475 shares

    2.93% of the 13F portfolio, value $79,269,895.

    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 876,292 shares
    Change vs previous 13F -191,616 shares

    3.05% of the 13F portfolio, value $82,187,390.

    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 1,067,908 shares
    Change vs previous 13F -33,030 shares

    3.83% of the 13F portfolio, value $93,975,887.

    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 1,100,938 shares
    Change vs previous 13F +39,447 shares

    3.84% of the 13F portfolio, value $102,084,466.

    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 1,061,491 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $102,911,571.

    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).