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Disclosery

FIRST FOUNDATION ADVISORS: XLF position timeline

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

FIRST FOUNDATION ADVISORS held 10,953 XLF 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 10,953 shares
    Change vs previous 13F +1,998 shares

    0.02% of the 13F portfolio, value $587,200.

    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 8,955 shares
    Change vs previous 13F -1,877 shares

    0.02% of the 13F portfolio, value $442,096.

    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 10,832 shares
    Change vs previous 13F -2,929 shares

    0.02% of the 13F portfolio, value $593,247.

    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 13,761 shares
    Change vs previous 13F -6,819 shares

    0.03% of the 13F portfolio, value $741,305.

    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 20,580 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $1,077,756.

    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 20,569 shares
    Change vs previous 13F -5,607 shares

    0.04% of the 13F portfolio, value $1,024,552.

    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 26,176 shares
    Change vs previous 13F -1,544 shares

    0.05% of the 13F portfolio, value $1,265,071.

    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 27,720 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,256,256.

    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).