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Disclosery

FIRST FOUNDATION ADVISORS: SHYD position timeline

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

FIRST FOUNDATION ADVISORS held 316,390 SHYD 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 316,390 shares
    Change vs previous 13F -2,921 shares

    0.26% of the 13F portfolio, value $7,245,331.

    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 319,311 shares
    Change vs previous 13F +11,554 shares

    0.29% of the 13F portfolio, value $7,235,593.

    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 307,757 shares
    Change vs previous 13F +8,727 shares

    0.27% of the 13F portfolio, value $7,050,709.

    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 299,030 shares
    Change vs previous 13F +7,184 shares

    0.25% of the 13F portfolio, value $6,847,788.

    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 291,846 shares
    Change vs previous 13F +148,935 shares

    0.24% of the 13F portfolio, value $6,592,578.

    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 142,911 shares
    Change vs previous 13F +5,452 shares

    0.13% of the 13F portfolio, value $3,214,070.

    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 137,459 shares
    Change vs previous 13F -733 shares

    0.12% of the 13F portfolio, value $3,090,088.

    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 138,192 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,139,725.

    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).