First Fndtn shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in First Fndtn
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Download as csvQuarterly reported holdings in First Fndtn by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 20k | 5.57 |
| 2025-06-30 | $102k | 20k | 5.10 |
| 2025-03-31 | $103k | 20k | 5.19 |
| 2024-12-31 | $123k | 20k | 6.21 |
| 2024-09-30 | $136k | 22k | 6.24 |
| 2024-06-30 | $143k | 22k | 6.55 |
| 2024-03-31 | $94k | 12k | 7.55 |
| 2023-12-31 | $120k | 12k | 9.68 |
| 2023-09-30 | $75k | 12k | 6.08 |
| 2023-06-30 | $49k | 12k | 3.97 |
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