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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

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All positions including First Fndtn held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by West Wealth Group

Quarter filed Position value Share count Share price at filing
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