FIRST FOUNDATION ADVISORS
Holdings in TLF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,231,610 | 449,493 | Shares | Defined | 2026-02-04 |
| 2025-09-30 | $1,348,479 | 449,493 | Shares | Defined | 2025-11-17 |
| 2025-06-30 | $1,489,861 | 482,156 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,983,451 | 683,949 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $3,960,324 | 826,790 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,464,250 | 826,790 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,720,204 | 826,712 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $3,844,210 | 826,712 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $3,521,793 | 826,712 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $3,480,457 | 826,712 | Shares | Defined | 2023-11-15 |
| 2023-06-30 | $3,488,724 | 826,712 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $3,885,546 | 826,712 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,512,837 | 826,550 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $2,832,790 | 780,383 | Shares | Defined | 2022-11-14 |
| 2020-09-30 | $213,519 | 66,934 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $238,350 | 70,103 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $360,903 | 100,251 | Shares | Sole | 2020-05-11 |