First Fndtn shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in First Fndtn
Tip: Access up to 7 years of quarterly data
All positions including First Fndtn held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $48k | 5.0k | 9.68 |
2023-09-30 | $30k | 5.0k | 6.08 |
2023-06-30 | $15k | 3.9k | 3.97 |
2023-03-31 | $29k | 3.9k | 7.45 |
2022-12-31 | $61k | 3.9k | 15.73 |
2022-09-30 | $70k | 3.9k | 18.03 |
2022-06-30 | $79k | 3.9k | 20.35 |
2022-03-31 | $94k | 3.9k | 24.21 |
2021-12-31 | $78k | 3.1k | 24.87 |
2021-09-30 | $82k | 3.1k | 26.15 |
2021-06-30 | $71k | 3.1k | 22.64 |
2021-03-31 | $74k | 3.1k | 23.60 |
2020-12-31 | $63k | 3.1k | 20.09 |
2020-09-30 | $41k | 3.1k | 13.07 |
2020-06-30 | $51k | 3.1k | 16.26 |
2020-03-31 | $32k | 3.1k | 10.20 |
2019-12-31 | $55k | 3.1k | 17.54 |
2019-09-30 | $48k | 3.1k | 15.31 |
2019-06-30 | $42k | 3.1k | 13.39 |
2019-03-31 | $43k | 3.1k | 13.71 |
2018-12-31 | $40k | 3.1k | 12.76 |
2018-09-30 | $49k | 3.1k | 15.62 |
2018-06-30 | $46k | 2.5k | 18.50 |
2018-03-31 | $46k | 2.5k | 18.50 |
2017-12-31 | $46k | 2.5k | 18.50 |
2017-09-30 | $34k | 2.1k | 16.54 |
2017-06-30 | $34k | 2.1k | 16.54 |
2017-03-31 | $32k | 2.1k | 15.56 |
More positions owned by Summit Investment Advisors
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