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Disclosery

FIRST FOUNDATION ADVISORS: PEP position timeline

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

FIRST FOUNDATION ADVISORS held 4,998 PEP 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 4,998 shares
    Change vs previous 13F -6,471 shares

    0.02% of the 13F portfolio, value $676,781.

    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 11,469 shares
    Change vs previous 13F +601 shares

    0.07% of the 13F portfolio, value $1,781,070.

    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 10,868 shares
    Change vs previous 13F -311 shares

    0.06% of the 13F portfolio, value $1,559,816.

    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 11,179 shares
    Change vs previous 13F +1,901 shares

    0.06% of the 13F portfolio, value $1,570,018.

    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 9,278 shares
    Change vs previous 13F +354 shares

    0.05% of the 13F portfolio, value $1,225,092.

    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 8,924 shares
    Change vs previous 13F -1,908 shares

    0.05% of the 13F portfolio, value $1,338,086.

    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 10,832 shares
    Change vs previous 13F -301 shares

    0.06% of the 13F portfolio, value $1,647,170.

    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 11,133 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,893,104.

    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).