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Disclosery

FIRST FOUNDATION ADVISORS: MUB position timeline

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

FIRST FOUNDATION ADVISORS held 40,551 MUB 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 40,551 shares
    Change vs previous 13F +54 shares

    0.16% of the 13F portfolio, value $4,364,099.

    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 40,497 shares
    Change vs previous 13F +4,889 shares

    0.17% of the 13F portfolio, value $4,298,756.

    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 35,608 shares
    Change vs previous 13F +6,250 shares

    0.14% of the 13F portfolio, value $3,813,973.

    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 29,358 shares
    Change vs previous 13F +6,116 shares

    0.12% of the 13F portfolio, value $3,126,333.

    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 23,242 shares
    Change vs previous 13F +6,847 shares

    0.09% of the 13F portfolio, value $2,428,324.

    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 16,395 shares
    Change vs previous 13F -1,773 shares

    0.07% of the 13F portfolio, value $1,728,689.

    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 18,168 shares
    Change vs previous 13F -3,867 shares

    0.07% of the 13F portfolio, value $1,935,800.

    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 22,035 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,393,663.

    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).