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Disclosery

FIRST FOUNDATION ADVISORS: SPY position timeline

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

FIRST FOUNDATION ADVISORS held 16,489 SPY 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 16,489 shares
    Change vs previous 13F +869 shares

    0.44% of the 13F portfolio, value $12,313,229.

    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 15,620 shares
    Change vs previous 13F -421 shares

    0.41% of the 13F portfolio, value $10,158,233.

    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 16,041 shares
    Change vs previous 13F -146 shares

    0.41% of the 13F portfolio, value $10,938,788.

    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 16,187 shares
    Change vs previous 13F -1,653 shares

    0.4% of the 13F portfolio, value $10,783,135.

    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 17,840 shares
    Change vs previous 13F -2,723 shares

    0.41% of the 13F portfolio, value $11,022,194.

    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 20,563 shares
    Change vs previous 13F -2,957 shares

    0.47% of the 13F portfolio, value $11,502,978.

    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 23,520 shares
    Change vs previous 13F -178 shares

    0.52% of the 13F portfolio, value $13,784,854.

    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 23,698 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,597,212.

    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).