FIRST FOUNDATION ADVISORS
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $345,003 | 24,928 | Shares | Defined | 2026-02-04 |
| 2025-09-30 | $351,983 | 24,928 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $336,029 | 24,928 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $410,556 | 29,579 | Shares | Defined | 2025-05-08 |
| 2024-12-31 | $401,978 | 29,579 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $417,655 | 29,579 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $480,592 | 36,162 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $703,593 | 53,424 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $866,468 | 70,790 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $321,412 | 27,055 | Shares | Defined | 2023-11-15 |
| 2023-06-30 | $353,337 | 27,055 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $769,481 | 62,055 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,723,247 | 134,945 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $1,943,823 | 147,371 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $2,000,950 | 144,473 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $2,342,751 | 137,890 | Shares | Defined | 2022-05-05 |
| 2021-12-31 | $2,403,728 | 122,890 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $2,578,232 | 122,890 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $2,849,239 | 122,918 | Shares | Defined | 2021-08-13 |
| 2021-03-31 | $2,404,787 | 119,820 | Shares | Sole | 2021-05-18 |