FIRST FOUNDATION ADVISORS
Holdings in FWONA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,943,834 | 21,748 | Shares | Defined | 2026-02-04 |
| 2025-09-30 | $2,070,843 | 21,748 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $2,065,189 | 21,748 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $1,771,808 | 21,748 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $1,879,637 | 22,366 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,051,622 | 28,682 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,099,227 | 32,683 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $1,928,668 | 32,834 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $2,092,671 | 36,093 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,370,834 | 41,932 | Shares | Defined | 2023-11-15 |