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Disclosery

Western Financial Corp/CA: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Financial Corp/CA on ADI, newest first. How the timeline and the estimate are built.

Western Financial Corp/CA held 9,494 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,494 shares
    Change vs previous 13F +326 shares

    1.1% of the 13F portfolio, value $3,770,732.

    13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,168 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,916,708.

    13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).