First Fndtn shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in First Fndtn
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Quarterly reported holdings in First Fndtn by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $91k | 16k | 5.57 |
| 2025-06-30 | $83k | 16k | 5.10 |
| 2025-03-31 | $85k | 16k | 5.19 |
| 2024-12-31 | $101k | 16k | 6.21 |
| 2024-09-30 | $102k | 16k | 6.24 |
| 2024-06-30 | $107k | 16k | 6.55 |
| 2024-03-31 | $123k | 16k | 7.55 |
| 2023-12-31 | $158k | 16k | 9.68 |
| 2023-09-30 | $99k | 16k | 6.08 |
| 2023-06-30 | $65k | 16k | 3.97 |
More positions owned by Steel Peak Wealth Management
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