FIRST FOUNDATION ADVISORS
EndowmentPosition in SMOT — VanEck Morningstar SMID Moat ETF
CIK 1086763
Irvine, CA
All Filings in SMOT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMOT | $1,554,623 | 44,178 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 SMOT | $1,656,765 | 45,767 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 SMOT | $1,734,328 | 48,069 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 SMOT | $1,757,051 | 50,490 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 SMOT | $1,663,895 | 50,744 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 SMOT | $1,756,349 | 50,953 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 SMOT | $1,700,600 | 48,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SMOT | $1,812,514 | 56,712 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 SMOT | $2,112,874 | 61,943 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 SMOT | $1,966,702 | 62,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SMOT | $1,663,914 | 58,537 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 SMOT | $1,448,861 | 48,376 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||