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Disclosery

Western Financial Corp/CA: BDJ position timeline

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

Western Financial Corp/CA held 25,006 BDJ 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 25,006 shares
    Change vs previous 13F +489 shares

    0.07% of the 13F portfolio, value $239,305.

    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 24,517 shares
    Change vs previous 13F +485 shares

    0.08% of the 13F portfolio, value $211,335.

    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 24,032 shares
    Change vs previous 13F +593 shares

    0.09% of the 13F portfolio, value $227,824.

    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 23,439 shares
    Change vs previous 13F +477 shares

    0.09% of the 13F portfolio, value $213,527.

    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 22,962 shares
    Change vs previous 13F +2,492 shares

    0.11% of the 13F portfolio, value $204,132.

    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 20,470 shares
    Change vs previous 13F +5,359 shares

    0.1% of the 13F portfolio, value $176,039.

    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 15,111 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $125,123.

    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).