LPL Financial »

First Fndtn shares owned by LPL Financial

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Fndtn by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $153k 20k 7.55
2023-03-31 $84k 11k 7.45
2022-12-31 $237k 17k 14.33
2022-09-30 $294k 16k 18.13
2022-06-30 $394k 19k 20.48
2022-03-31 $469k 19k 24.31
2021-12-31 $356k 14k 24.87
2021-09-30 $381k 15k 26.28
2021-06-30 $244k 11k 22.55
2021-03-31 $238k 10k 23.51
2020-12-31 $221k 11k 19.99
2020-09-30 $180k 14k 13.04
2020-06-30 $226k 14k 16.37
2020-03-31 $141k 14k 10.21
2019-12-31 $268k 15k 17.42
2019-09-30 $155k 10k 15.30
2019-06-30 $136k 10k 13.42
2019-03-31 $142k 11k 13.55
2018-06-30 $198k 11k 18.59