First Fndtn shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in First Fndtn
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All positions including First Fndtn held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Fndtn by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0k | 181 | 5.57 |
| 2025-06-30 | $924 | 181 | 5.11 |
| 2025-03-31 | $940 | 181 | 5.19 |
| 2024-12-31 | $1.1k | 181 | 6.22 |
| 2024-09-30 | $1.1k | 181 | 6.24 |
| 2024-03-31 | $1.4k | 181 | 7.55 |
| 2023-12-31 | $1.8k | 181 | 9.69 |
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