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Disclosery

FIRST FOUNDATION ADVISORS: SMTH position timeline

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

FIRST FOUNDATION ADVISORS held 104,582 SMTH 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 104,582 shares
    Change vs previous 13F -10,010 shares

    0.1% of the 13F portfolio, value $2,691,941.

    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 114,592 shares
    Change vs previous 13F -2,733 shares

    0.12% of the 13F portfolio, value $2,951,318.

    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 117,325 shares
    Change vs previous 13F -45,978 shares

    0.12% of the 13F portfolio, value $3,058,663.

    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 163,303 shares
    Change vs previous 13F +93,121 shares

    0.16% of the 13F portfolio, value $4,272,006.

    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 70,182 shares
    Change vs previous 13F -3,313 shares

    0.07% of the 13F portfolio, value $1,814,205.

    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 73,495 shares
    Change vs previous 13F +48,474 shares

    0.08% of the 13F portfolio, value $1,902,418.

    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 25,021 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $638,536.

    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).