Position in FFWM
as of Mar 31, 2026
· filed Jul 17, 2026
Position Value
$154,875
-$6,825 QoQ
Shares Held
26,250
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#84
of 153 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Tortuga Wealth Management, Inc holds $154,875 across 1 Banks - Regional name. FFWM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FFWM |
First Foundation Inc.
This page
|
26,250 | $154,875 |
All Filings in FFWM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,875 | 26,250 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $161,700 | 26,250 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||