First Fndtn shares owned by FLC Capital Advisors
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by FLC Capital Advisors
from 13F filings
Historical chart of FLC Capital Advisors investment in First Fndtn
Tip: Access up to 7 years of quarterly data
All positions including First Fndtn held by FLC Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Fndtn by FLC Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 148k | 5.57 |
| 2025-06-30 | $756k | 148k | 5.10 |
| 2025-03-31 | $731k | 141k | 5.19 |
| 2024-12-31 | $874k | 141k | 6.21 |
| 2024-09-30 | $848k | 136k | 6.24 |
| 2024-06-30 | $832k | 127k | 6.55 |
| 2024-03-31 | $959k | 127k | 7.55 |
| 2023-12-31 | $1.2M | 127k | 9.68 |
| 2023-09-30 | $787k | 130k | 6.08 |
| 2023-06-30 | $494k | 124k | 3.97 |
| 2023-03-31 | $718k | 96k | 7.45 |
| 2022-12-31 | $1.4M | 99k | 14.33 |
| 2022-09-30 | $1.8M | 98k | 18.14 |
| 2022-06-30 | $2.0M | 96k | 20.48 |
| 2022-03-31 | $2.4M | 97k | 24.29 |
| 2021-12-31 | $2.8M | 112k | 24.86 |
| 2021-09-30 | $3.2M | 122k | 26.30 |
| 2021-06-30 | $2.8M | 124k | 22.51 |
| 2021-03-31 | $2.9M | 126k | 23.46 |
| 2020-12-31 | $2.4M | 121k | 20.00 |
| 2020-09-30 | $1.8M | 119k | 15.45 |
| 2020-06-30 | $1.9M | 121k | 15.81 |
| 2020-03-31 | $1.2M | 123k | 10.19 |
| 2019-12-31 | $2.1M | 122k | 17.40 |
| 2019-09-30 | $1.8M | 120k | 15.28 |
| 2019-06-30 | $1.7M | 120k | 13.94 |
| 2019-03-31 | $1.9M | 141k | 13.57 |
| 2018-12-31 | $1.7M | 135k | 12.86 |