Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: PWZ position timeline

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

FIRST FOUNDATION ADVISORS held 379,879 PWZ 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 379,879 shares
    Change vs previous 13F +560 shares

    0.33% of the 13F portfolio, value $9,310,834.

    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 379,319 shares
    Change vs previous 13F +50,378 shares

    0.36% of the 13F portfolio, value $9,054,356.

    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 328,941 shares
    Change vs previous 13F -134,891 shares

    0.3% of the 13F portfolio, value $7,947,223.

    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 463,832 shares
    Change vs previous 13F -489,046 shares

    0.41% of the 13F portfolio, value $11,094,861.

    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 952,878 shares
    Change vs previous 13F -162,207 shares

    0.82% of the 13F portfolio, value $22,240,166.

    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 1,115,085 shares
    Change vs previous 13F -237,223 shares

    1.08% of the 13F portfolio, value $26,594,784.

    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 1,352,308 shares
    Change vs previous 13F -152,053 shares

    1.26% of the 13F portfolio, value $33,402,016.

    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 1,504,361 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $37,729,379.

    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).