First Fndtn shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in First Fndtn
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Quarterly reported holdings in First Fndtn by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5k | 455 | 5.57 |
| 2025-06-30 | $4.2k | 817 | 5.10 |
| 2025-03-31 | $1.3k | 252 | 5.19 |
| 2024-12-31 | $1.6k | 252 | 6.21 |
| 2024-09-30 | $1.6k | 252 | 6.24 |
| 2024-06-30 | $1.8k | 252 | 7.00 |
| 2024-03-31 | $1.4k | 252 | 5.48 |
| 2023-12-31 | $7.4k | 765 | 9.68 |
| 2023-09-30 | $2.1k | 351 | 6.08 |
| 2022-12-31 | $6.0k | 417 | 14.33 |
More positions owned by EverSource Wealth Advisors
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