Filer Snapshot

FIRST FOUNDATION ADVISORS SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001086763.

Entity Type

Company

Total Filings

141

Latest Filing

04 Feb 2026

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 04 Feb 2026 for CIK 0001086763.

View Source Filing
Business address
18101 Von Karman Avenue, Ste 700, Irvine, CA, 92612
Top securities (13F)
MSFT, IVV, GOOG, IEFA, JEPI, MOAT, AAPL, AMZN, GSLC, BRKB, IWR, IEMG, GSIE, AMD, GSSC, NVDA, PRFZ, JPM, IWM, and IAU
State of incorporation
CA
Fiscal year end
31 December
Former names
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ (to 17 Feb 2010), KELLER COLLINS HAKOPIAN & LEISURE INVESTMENT COUNSEL INC/CA (to 15 Feb 2001)

Quick Takeaways

  • FIRST FOUNDATION ADVISORS is an SEC filer tracked under CIK 0001086763.
  • 141 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, SC 13D and more.

What Changed

  • Latest filing: 13F-HR filed on 04 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 04 Feb 2026 for CIK 0001086763.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for FIRST FOUNDATION ADVISORS.

Latest source-backed update
13F-HR filed 04 Feb 2026
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Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 04 Feb 2026.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for FIRST FOUNDATION ADVISORS

New filing available

Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 Feb 2026

Page type

Filer profile

Latest period

Q4 2025

Institutional portfolio context was refreshed from a 13F filing filed on 04 Feb 2026.

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Benchmark Context

Benchmark context for this company

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Why this is notable

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Filer Overview

FIRST FOUNDATION ADVISORS has filed 141 SEC EDGAR filings since 25 May 2000. Common forms include 13F-HR, N-PX, SC 13D, SC 13G/A and more.

Latest 13F filings

Latest Filings

Recent SEC filings for FIRST FOUNDATION ADVISORS with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2026 31 Dec 2025 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2025 30 Sep 2025 028-05785
N-PX Open N-PX document View SEC filing for N-PX 25 Aug 2025 30 Jun 2025 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2024 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-05785
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2024 30 Jun 2024 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2024 31 Mar 2024 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2023 30 Sep 2023 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2023 30 Jun 2023 028-05785
SC 13D Open SC 13D document View SEC filing for SC 13D FFA - 13D TANDY AMENDMENT #1 04 Aug 2023
SC 13D Open SC 13D document View SEC filing for SC 13D 13D FFA FOR TANDY 04 27 2023 25 May 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2023 31 Mar 2023 028-05785
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TANDY 13G/A 12-31-2022 14 Feb 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-05785
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TANDY LEATHER FACTORY, INC. 19 Aug 2022
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2022 30 Jun 2022 028-05785
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TANDY LEATHER FACTORY, INC. 11 Aug 2022
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TANDY LEATHER FACTORY, INC. 11 Aug 2022
SC 13G Open SC 13G document View SEC filing for SC 13G TANDY LEATHER FACTORY, INC. 11 Aug 2022
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2022 31 Mar 2022 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G FFA 13G VIDLER WATER RESOURCES, INC. 16 Aug 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2021 30 Jun 2021 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G FIRST FOUNDATION ADVISORS_VIDLER 18 May 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 May 2021 31 Mar 2021 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G FIRST FOUNDATION ADVISORS 13G_PICOHOLDINGSINC 12 Nov 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2020 30 Sep 2020 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G FFA 13G 06302020 PICO 17 Aug 2020
SC 13G Open SC 13G document View SEC filing for SC 13G FFA 13G 06302020 PICO 17 Aug 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2020 31 Mar 2020 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2020 31 Dec 2019 028-05785
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A SC 13G/A FFA_PICO 11 Feb 2020
SC 13G Open SC 13G document View SEC filing for SC 13G FFA 13G 07 21 2019 PICO 22 Nov 2019
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2019 30 Jun 2019 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2018 31 Mar 2018 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2018 31 Dec 2017 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G FILED BY FIRST FOUNDATION ADVISORS FOR HOLDINGS OF PCM FUND INC. 14 Feb 2018
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2017 30 Sep 2017 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2017 30 Jun 2017 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2017 31 Mar 2017 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G FFA SC 13G PCM 12 31 2016 15 Feb 2017
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2017 31 Dec 2016 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2016 30 Sep 2016 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2016 30 Jun 2016 028-05785
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FIRST FOUNDATION ADVISORS SC13G/A FOR REXFORD IND. 13 Jun 2016
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FIRST FOUNDATION ADVISORS 13G AMENDMENT 12 31 2015 PCM 07 Jun 2016
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FIRST FOUNDATION ADVISORS AMENDMENT TO 13G 12 31 2015 REXFORD 07 Jun 2016
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2016 31 Mar 2016 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2016 31 Dec 2015 028-05785
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A REXFORD 13G AMENDMENT 16 Feb 2016 005-87324
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A PCM 13G AMENDMENT 16 Feb 2016 005-87324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2015 30 Sep 2015 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2015 30 Jun 2015 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2015 31 Mar 2015 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2015 31 Dec 2014 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2014 30 Sep 2014 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2014 30 Jun 2014 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2014 31 Mar 2014 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2014 31 Dec 2013 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2013 30 Sep 2013 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G 13G FOR 09/30/2013 15 Nov 2013 005-87324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2013 30 Jun 2013 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 03-31-2013 15 May 2013 31 Mar 2013 028-05785
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13F FOR 12-31-2012 15 Feb 2013 005-87324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 12-31-2012 15 Feb 2013 31 Dec 2012 028-05785
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F-HR/A FOR 09-30-2012 19 Nov 2012 30 Sep 2012 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 09-30-2012 14 Nov 2012 30 Sep 2012 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR 06302012 13 Aug 2012 30 Jun 2012 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 03/31/2012 15 May 2012 31 Mar 2012 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 12-31-2011 15 Feb 2012 31 Dec 2011 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 09-30-2011 15 Nov 2011 30 Sep 2011 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 06-30-2011 16 Aug 2011 30 Jun 2011 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 03-31-2011 17 May 2011 31 Mar 2011 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 12-31-2010 15 Feb 2011 31 Dec 2010 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 09-30-2010 16 Nov 2010 30 Sep 2010 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 06/30/2010 16 Aug 2010 30 Jun 2010 028-05785
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F-HR FOR 03/31/2010 REVISED 06 Aug 2010 31 Mar 2010 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 03/31/2010 17 May 2010 31 Mar 2010 028-05785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F-HR FOR 12/31/2009 17 Feb 2010 31 Dec 2009 028-05785

About this filer

FIRST FOUNDATION ADVISORS files with the SEC under CIK 0001086763. This page aggregates EDGAR filings and related ownership activity.

FAQ

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A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
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