First Fndtn shares owned by Diversified Trust Company
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in First Fndtn
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Quarterly reported holdings in First Fndtn by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $105k | 14k | 7.55 |
| 2023-12-31 | $135k | 14k | 9.68 |
| 2023-09-30 | $78k | 13k | 6.08 |
| 2022-12-31 | $159k | 11k | 14.35 |
| 2022-09-30 | $201k | 11k | 18.14 |
| 2022-06-30 | $203k | 9.9k | 20.46 |
| 2021-03-31 | $219k | 9.3k | 23.49 |