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Disclosery

FIRST FOUNDATION ADVISORS: PM position timeline

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

FIRST FOUNDATION ADVISORS held 91,182 PM 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 91,182 shares
    Change vs previous 13F -792 shares

    0.59% of the 13F portfolio, value $16,495,671.

    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 91,974 shares
    Change vs previous 13F -85 shares

    0.61% of the 13F portfolio, value $15,207,023.

    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 92,059 shares
    Change vs previous 13F -16,748 shares

    0.56% of the 13F portfolio, value $14,766,308.

    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 108,807 shares
    Change vs previous 13F -3,995 shares

    0.65% of the 13F portfolio, value $17,648,424.

    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 112,802 shares
    Change vs previous 13F -14,707 shares

    0.76% of the 13F portfolio, value $20,544,606.

    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 127,509 shares
    Change vs previous 13F -12,147 shares

    0.82% of the 13F portfolio, value $20,239,464.

    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 139,656 shares
    Change vs previous 13F -66,236 shares

    0.63% of the 13F portfolio, value $16,807,606.

    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 205,892 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $24,995,271.

    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).