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Disclosery

Western Financial Corp/CA: AVGO position timeline

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

Western Financial Corp/CA held 6,089 AVGO 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 6,089 shares
    Change vs previous 13F -48 shares

    0.67% of the 13F portfolio, value $2,300,147.

    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 6,137 shares
    Change vs previous 13F -344 shares

    0.74% of the 13F portfolio, value $1,899,382.

    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).

  3. period ended2025-12-31
    13F 6,481 shares
    Change vs previous 13F +3,079 shares

    0.89% of the 13F portfolio, value $2,243,103.

    13F-HR 0001954480-26-000001 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).

  4. period ended2025-09-30
    13F 3,402 shares
    Change vs previous 13F -726 shares

    0.49% of the 13F portfolio, value $1,122,224.

    13F-HR 0001954480-25-000003 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).

  5. period ended2025-06-30
    13F 4,128 shares
    Change vs previous 13F -6,494 shares

    0.61% of the 13F portfolio, value $1,137,958.

    13F-HR 0001085146-25-003902 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).

  6. period ended2025-03-31
    13F 10,622 shares
    Change vs previous 13F +372 shares

    1.03% of the 13F portfolio, value $1,778,372.

    13F-HR 0001085146-25-002289 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).

  7. period ended2024-12-31
    13F 10,250 shares
    Change vs previous 13F -987 shares

    1.31% of the 13F portfolio, value $2,376,435.

    13F-HR 0001085146-25-000445 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).

  8. period ended2024-09-30
    13F 11,237 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,938,451.

    13F-HR 0001085146-24-005036 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).