FIRST FOUNDATION ADVISORS
Holdings in BUR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,388,466 | 379,873 | Shares | Defined | 2026-02-04 |
| 2025-09-30 | $3,690,353 | 308,558 | Shares | Defined | 2025-11-17 |
| 2025-06-30 | $4,497,004 | 315,358 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $5,086,391 | 385,041 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $6,058,124 | 475,147 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $6,300,448 | 475,147 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $6,200,667 | 475,147 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $7,573,484 | 474,232 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $7,398,018 | 474,232 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $6,149,248 | 439,232 | Shares | Defined | 2023-11-15 |
| 2023-06-30 | $5,349,845 | 439,232 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $4,433,201 | 400,832 | Shares | Sole | 2023-05-12 |