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FIRST FOUNDATION ADVISORS: QQQ position timeline

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

FIRST FOUNDATION ADVISORS held 5,601 QQQ 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 5,601 shares
    Change vs previous 13F -68 shares

    0.15% of the 13F portfolio, value $4,124,454.

    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 5,669 shares
    Change vs previous 13F -692 shares

    0.13% of the 13F portfolio, value $3,271,938.

    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 6,361 shares
    Change vs previous 13F +380 shares

    0.15% of the 13F portfolio, value $3,907,888.

    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 5,981 shares
    Change vs previous 13F +2,288 shares

    0.13% of the 13F portfolio, value $3,590,534.

    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 3,693 shares
    Change vs previous 13F -203 shares

    0.08% of the 13F portfolio, value $2,037,354.

    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 3,896 shares
    Change vs previous 13F -240 shares

    0.07% of the 13F portfolio, value $1,826,976.

    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 4,136 shares
    Change vs previous 13F +152 shares

    0.08% of the 13F portfolio, value $2,114,562.

    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 3,984 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,944,633.

    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).