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Disclosery

FIRST FOUNDATION ADVISORS: SU position timeline

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

FIRST FOUNDATION ADVISORS held 76,313 SU 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 76,313 shares
    Change vs previous 13F -35,201 shares

    0.15% of the 13F portfolio, value $4,096,482.

    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 111,514 shares
    Change vs previous 13F -138,457 shares

    0.3% of the 13F portfolio, value $7,372,190.

    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 249,971 shares
    Change vs previous 13F -115,731 shares

    0.42% of the 13F portfolio, value $11,088,714.

    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 365,702 shares
    Change vs previous 13F -58,668 shares

    0.57% of the 13F portfolio, value $15,290,001.

    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 424,370 shares
    Change vs previous 13F -29,692 shares

    0.59% of the 13F portfolio, value $15,892,643.

    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 454,062 shares
    Change vs previous 13F -51,665 shares

    0.72% of the 13F portfolio, value $17,581,267.

    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 505,727 shares
    Change vs previous 13F -24,969 shares

    0.68% of the 13F portfolio, value $18,044,331.

    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 530,696 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $19,593,298.

    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).