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Disclosery

FIRST FOUNDATION ADVISORS: PRFZ position timeline

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

FIRST FOUNDATION ADVISORS held 739,179 PRFZ 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 739,179 shares
    Change vs previous 13F -19,733 shares

    1.48% of the 13F portfolio, value $41,224,019.

    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 758,912 shares
    Change vs previous 13F -294,974 shares

    1.4% of the 13F portfolio, value $34,811,310.

    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 ended2024-09-30
    13F 1,053,886 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $43,788,964.

    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).