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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

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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