Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: PDI position timeline

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

FIRST FOUNDATION ADVISORS held 24,373 PDI 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 24,373 shares
    Change vs previous 13F +490 shares

    0.01% of the 13F portfolio, value $407,029.

    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 23,883 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $408,638.

    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 23,883 shares
    Change vs previous 13F -8,681 shares

    0.02% of the 13F portfolio, value $422,968.

    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 32,564 shares
    Change vs previous 13F -13,401 shares

    0.02% of the 13F portfolio, value $644,767.

    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 45,965 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $871,956.

    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 45,965 shares
    Change vs previous 13F -1,081 shares

    0.04% of the 13F portfolio, value $910,107.

    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 47,046 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $862,824.

    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 47,146 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $955,649.

    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).