A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

FIRST FOUNDATION ADVISORS SEC EDGAR Filings

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

Entity Type

Company

Total Filings

142

Latest Filing

04 May 2026

Industry

n/a

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Start with the latest filings table, then open the strongest context page for this filer.

Use the filings table to verify the newest submission, form type, and report period.
Open the deeper context page only when this filer actually has insider or ownership signal.

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Source: SEC Form 13F

13F-HR filed on 04 May 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, IEMG, IWR, BRKB, GSIE, GSSC, AMD, PRFZ, NVDA, IWM, IAU, and JPM
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)

Key facts

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

Change

Latest filing: 13F-HR filed on 04 May 2026.
Report period: 31 Mar 2026.

Research use

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.

Evidence

Source: SEC Form 13F

13F-HR filed on 04 May 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 May 2026
Why come back: Revisit after a new SEC filing appears to compare the updated record with prior filings.

Latest filing on record: 13F-HR filed 04 May 2026.
Save this filer if you want a stable place to return after the next filing cycle.
Open the latest filing table or ownership context to verify what changed.

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: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

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

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

FIRST FOUNDATION ADVISORS has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Company intelligence

FIRST FOUNDATION ADVISORS: filings, ownership, insiders

CIK 0001086763. Open the active data lane, then verify the SEC filing behind the row.

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Active modules

2/5

Available company intelligence paths on this page.

Filings

142

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

Watch

Return when a new SEC-backed change lands.

Research checks

Latest filing

13F-HR filed 04 May 2026

Ownership lanes

1/3 active

CIK

0001086763

Next review

watch new filing, insider, 13D/G, or 13F change

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Keep the next click tied to one changing object: a CIK, filing, insider, Schedule 13D/G holder, Form 13F manager, or security.

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SEC filings

Available

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Company facts

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Large-stake holders

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Form 13F

Available

Institutional holders

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SEC-verifiable company hub

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

FIRST FOUNDATION ADVISORS has filed 142 SEC EDGAR filings since 25 May 2000. Common forms include 13F-HR, N-PX, SC 13D, SC 13G/A and more.

FIRST FOUNDATION ADVISORS SEC filings FIRST FOUNDATION ADVISORS 13F portfolio

Latest Filings

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

13F-HR File 028-05785

13F-HR filing

Filing date: 04 May 2026
Reporting date: 31 Mar 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 04 Feb 2026
Reporting date: 31 Dec 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 17 Nov 2025
Reporting date: 30 Sep 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-05785

N-PX filing

Filing date: 25 Aug 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Aug 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 08 May 2025
Reporting date: 31 Mar 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 13 Feb 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Nov 2024
Reporting date: 30 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-05785

N-PX filing

Filing date: 28 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 06 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 10 May 2024
Reporting date: 31 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 15 Nov 2023
Reporting date: 30 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Aug 2023
Reporting date: 30 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D

FFA - 13D TANDY AMENDMENT #1

Filing date: 04 Aug 2023
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D

13D FFA FOR TANDY 04 27 2023

Filing date: 25 May 2023
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 12 May 2023
Reporting date: 31 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

TANDY 13G/A 12-31-2022

Filing date: 14 Feb 2023
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Nov 2022
Reporting date: 30 Sep 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

TANDY LEATHER FACTORY, INC.

Filing date: 19 Aug 2022
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 12 Aug 2022
Reporting date: 30 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

TANDY LEATHER FACTORY, INC.

Filing date: 11 Aug 2022
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

TANDY LEATHER FACTORY, INC.

Filing date: 11 Aug 2022
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

TANDY LEATHER FACTORY, INC.

Filing date: 11 Aug 2022
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 05 May 2022
Reporting date: 31 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2022
Reporting date: 31 Dec 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 15 Nov 2021
Reporting date: 30 Sep 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FFA 13G VIDLER WATER RESOURCES, INC.

Filing date: 16 Aug 2021
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 13 Aug 2021
Reporting date: 30 Jun 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FIRST FOUNDATION ADVISORS_VIDLER

Filing date: 18 May 2021
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 18 May 2021
Reporting date: 31 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 16 Feb 2021
Reporting date: 31 Dec 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FIRST FOUNDATION ADVISORS 13G_PICOHOLDINGSINC

Filing date: 12 Nov 2020
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 12 Nov 2020
Reporting date: 30 Sep 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FFA 13G 06302020 PICO

Filing date: 17 Aug 2020
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FFA 13G 06302020 PICO

Filing date: 17 Aug 2020
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Aug 2020
Reporting date: 30 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 11 May 2020
Reporting date: 31 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 11 Feb 2020
Reporting date: 31 Dec 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

SC 13G/A FFA_PICO

Filing date: 11 Feb 2020
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FFA 13G 07 21 2019 PICO

Filing date: 22 Nov 2019
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 12 Nov 2019
Reporting date: 30 Sep 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Aug 2019
Reporting date: 30 Jun 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 13 May 2019
Reporting date: 31 Mar 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2019
Reporting date: 31 Dec 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 13 Nov 2018
Reporting date: 30 Sep 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Aug 2018
Reporting date: 30 Jun 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 15 May 2018
Reporting date: 31 Mar 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2018
Reporting date: 31 Dec 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

SC 13G FILED BY FIRST FOUNDATION ADVISORS FOR HOLDINGS OF PCM FUND INC.

Filing date: 14 Feb 2018
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Nov 2017
Reporting date: 30 Sep 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Aug 2017
Reporting date: 30 Jun 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 05 May 2017
Reporting date: 31 Mar 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G

FFA SC 13G PCM 12 31 2016

Filing date: 15 Feb 2017
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2017
Reporting date: 31 Dec 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Nov 2016
Reporting date: 30 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 16 Aug 2016
Reporting date: 30 Jun 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

FIRST FOUNDATION ADVISORS SC13G/A FOR REXFORD IND.

Filing date: 13 Jun 2016
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

FIRST FOUNDATION ADVISORS 13G AMENDMENT 12 31 2015 PCM

Filing date: 07 Jun 2016
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A

FIRST FOUNDATION ADVISORS AMENDMENT TO 13G 12 31 2015 REXFORD

Filing date: 07 Jun 2016
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 13 May 2016
Reporting date: 31 Mar 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 16 Feb 2016
Reporting date: 31 Dec 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A File 005-87324

REXFORD 13G AMENDMENT

Filing date: 16 Feb 2016
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A File 005-87324

PCM 13G AMENDMENT

Filing date: 16 Feb 2016
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 16 Nov 2015
Reporting date: 30 Sep 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 13 Aug 2015
Reporting date: 30 Jun 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 May 2015
Reporting date: 31 Mar 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 17 Feb 2015
Reporting date: 31 Dec 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Nov 2014
Reporting date: 30 Sep 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 15 Aug 2014
Reporting date: 30 Jun 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 15 May 2014
Reporting date: 31 Mar 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 14 Feb 2014
Reporting date: 31 Dec 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 15 Nov 2013
Reporting date: 30 Sep 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G File 005-87324

13G FOR 09/30/2013

Filing date: 15 Nov 2013
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR filing

Filing date: 09 Aug 2013
Reporting date: 30 Jun 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 03-31-2013

Filing date: 15 May 2013
Reporting date: 31 Mar 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G File 005-87324

SC 13F FOR 12-31-2012

Filing date: 15 Feb 2013
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 12-31-2012

Filing date: 15 Feb 2013
Reporting date: 31 Dec 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-05785

13F-HR/A FOR 09-30-2012

Filing date: 19 Nov 2012
Reporting date: 30 Sep 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 09-30-2012

Filing date: 14 Nov 2012
Reporting date: 30 Sep 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR 06302012

Filing date: 13 Aug 2012
Reporting date: 30 Jun 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 03/31/2012

Filing date: 15 May 2012
Reporting date: 31 Mar 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 12-31-2011

Filing date: 15 Feb 2012
Reporting date: 31 Dec 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 09-30-2011

Filing date: 15 Nov 2011
Reporting date: 30 Sep 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 06-30-2011

Filing date: 16 Aug 2011
Reporting date: 30 Jun 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 03-31-2011

Filing date: 17 May 2011
Reporting date: 31 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 12-31-2010

Filing date: 15 Feb 2011
Reporting date: 31 Dec 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 09-30-2010

Filing date: 16 Nov 2010
Reporting date: 30 Sep 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 06/30/2010

Filing date: 16 Aug 2010
Reporting date: 30 Jun 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-05785

13F-HR FOR 03/31/2010 REVISED

Filing date: 06 Aug 2010
Reporting date: 31 Mar 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 03/31/2010

Filing date: 17 May 2010
Reporting date: 31 Mar 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-05785

13F-HR FOR 12/31/2009

Filing date: 17 Feb 2010
Reporting date: 31 Dec 2009
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

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

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.