First Fndtn shares owned by West Wealth Group
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in First Fndtn
Tip: Access up to 7 years of quarterly data
All positions including First Fndtn held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Fndtn by West Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $65k | 10k | 6.24 |
2024-06-30 | $68k | 10k | 6.55 |
2024-03-31 | $78k | 10k | 7.55 |
2023-12-31 | $100k | 10k | 9.68 |
2023-09-30 | $63k | 10k | 6.08 |
2023-06-30 | $81k | 20k | 3.97 |
2023-03-31 | $150k | 20k | 7.45 |
2022-12-31 | $287k | 20k | 14.33 |
2022-09-30 | $360k | 20k | 18.11 |
2022-06-30 | $404k | 20k | 20.43 |
2022-03-31 | $477k | 20k | 24.25 |
2021-12-31 | $487k | 20k | 24.86 |