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Disclosery

FIRST FOUNDATION ADVISORS: V position timeline

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

FIRST FOUNDATION ADVISORS held 20,643 V 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 20,643 shares
    Change vs previous 13F +532 shares

    0.25% of the 13F portfolio, value $7,082,460.

    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 20,111 shares
    Change vs previous 13F +3,122 shares

    0.24% of the 13F portfolio, value $6,078,355.

    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 16,989 shares
    Change vs previous 13F +188 shares

    0.22% of the 13F portfolio, value $5,958,055.

    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 16,801 shares
    Change vs previous 13F +94 shares

    0.21% of the 13F portfolio, value $5,735,426.

    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 16,707 shares
    Change vs previous 13F +1,930 shares

    0.22% of the 13F portfolio, value $5,931,672.

    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 14,777 shares
    Change vs previous 13F -2,561 shares

    0.21% of the 13F portfolio, value $5,178,581.

    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 17,338 shares
    Change vs previous 13F +18 shares

    0.21% of the 13F portfolio, value $5,479,413.

    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 17,320 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,762,056.

    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).