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FIRST FOUNDATION ADVISORS: XCEM position timeline

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

FIRST FOUNDATION ADVISORS held 125,625 XCEM 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 125,625 shares
    Change vs previous 13F -4,432 shares

    0.24% of the 13F portfolio, value $6,643,076.

    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 130,057 shares
    Change vs previous 13F +2,510 shares

    0.21% of the 13F portfolio, value $5,307,646.

    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 127,547 shares
    Change vs previous 13F -20,096 shares

    0.18% of the 13F portfolio, value $4,892,698.

    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 147,643 shares
    Change vs previous 13F -98,904 shares

    0.2% of the 13F portfolio, value $5,363,859.

    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 246,547 shares
    Change vs previous 13F -67,260 shares

    0.31% of the 13F portfolio, value $8,426,966.

    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 313,807 shares
    Change vs previous 13F -131,970 shares

    0.38% of the 13F portfolio, value $9,268,282.

    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 445,777 shares
    Change vs previous 13F -14,735 shares

    0.5% of the 13F portfolio, value $13,194,990.

    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 460,512 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $15,044,927.

    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).