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FIRST FOUNDATION ADVISORS: SRLN position timeline

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

FIRST FOUNDATION ADVISORS held 50,059 SRLN 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 50,059 shares
    Change vs previous 13F -78,284 shares

    0.07% of the 13F portfolio, value $2,016,861.

    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 128,343 shares
    Change vs previous 13F -200,913 shares

    0.21% of the 13F portfolio, value $5,151,671.

    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 329,256 shares
    Change vs previous 13F -31,548 shares

    0.51% of the 13F portfolio, value $13,588,408.

    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 360,804 shares
    Change vs previous 13F -42,694 shares

    0.55% of the 13F portfolio, value $15,002,227.

    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 403,498 shares
    Change vs previous 13F -27,850 shares

    0.62% of the 13F portfolio, value $16,781,496.

    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 431,348 shares
    Change vs previous 13F +116,300 shares

    0.72% of the 13F portfolio, value $17,741,339.

    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 315,048 shares
    Change vs previous 13F +231,696 shares

    0.49% of the 13F portfolio, value $13,146,963.

    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 83,352 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,480,779.

    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).