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Disclosery

FIRST FOUNDATION ADVISORS: SHY position timeline

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

FIRST FOUNDATION ADVISORS held 7,241 SHY 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 7,241 shares
    Change vs previous 13F -1,107 shares

    0.02% of the 13F portfolio, value $594,569.

    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 8,348 shares
    Change vs previous 13F -827 shares

    0.03% of the 13F portfolio, value $689,298.

    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 9,175 shares
    Change vs previous 13F -2,507 shares

    0.03% of the 13F portfolio, value $759,855.

    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 11,682 shares
    Change vs previous 13F -2,334 shares

    0.04% of the 13F portfolio, value $969,114.

    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 14,016 shares
    Change vs previous 13F -2,346 shares

    0.04% of the 13F portfolio, value $1,161,360.

    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 16,362 shares
    Change vs previous 13F +1,252 shares

    0.06% of the 13F portfolio, value $1,353,590.

    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 15,110 shares
    Change vs previous 13F +3,844 shares

    0.05% of the 13F portfolio, value $1,238,704.

    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 11,266 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $936,766.

    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).