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FIRST FOUNDATION ADVISORS: PHG position timeline

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

FIRST FOUNDATION ADVISORS held 13,155 PHG 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 13,155 shares
    Change vs previous 13F -31,203 shares

    0.01% of the 13F portfolio, value $357,684.

    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 44,358 shares
    Change vs previous 13F -18,050 shares

    0.05% of the 13F portfolio, value $1,215,409.

    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 62,408 shares
    Change vs previous 13F +527 shares

    0.06% of the 13F portfolio, value $1,690,009.

    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 61,881 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,686,877.

    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 61,881 shares
    Change vs previous 13F +43,831 shares

    0.05% of the 13F portfolio, value $1,483,907.

    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 18,050 shares
    Change vs previous 13F -16,000 shares

    0.02% of the 13F portfolio, value $458,470.

    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 34,050 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $862,146.

    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).