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Disclosery

FIRST FOUNDATION ADVISORS: MSFT position timeline

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

FIRST FOUNDATION ADVISORS held 992,430 MSFT 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 992,430 shares
    Change vs previous 13F -6,756 shares

    13.31% of the 13F portfolio, value $370,196,279.

    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 999,186 shares
    Change vs previous 13F -425 shares

    14.91% of the 13F portfolio, value $369,868,726.

    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 999,611 shares
    Change vs previous 13F -2,816 shares

    18.22% of the 13F portfolio, value $483,431,868.

    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 1,002,427 shares
    Change vs previous 13F -20,504 shares

    19.19% of the 13F portfolio, value $519,207,147.

    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 1,022,931 shares
    Change vs previous 13F -5,902 shares

    18.86% of the 13F portfolio, value $508,816,240.

    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 1,028,833 shares
    Change vs previous 13F -13,724 shares

    15.73% of the 13F portfolio, value $386,213,759.

    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 1,042,557 shares
    Change vs previous 13F -5,461 shares

    16.53% of the 13F portfolio, value $439,437,732.

    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 1,048,018 shares
    Change vs previous 13F not available

    16.99% of the 13F portfolio, value $450,962,348.

    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).