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Western Financial Corp/CA: EFSC position timeline

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

Western Financial Corp/CA held 575,021 EFSC 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 575,021 shares
    Change vs previous 13F -1,484 shares

    11.09% of the 13F portfolio, value $37,882,407.

    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 576,505 shares
    Change vs previous 13F -873 shares

    12.21% of the 13F portfolio, value $31,194,667.

    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 577,378 shares
    Change vs previous 13F -5,555 shares

    12.37% of the 13F portfolio, value $31,178,428.

    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 582,933 shares
    Change vs previous 13F +48,391 shares

    14.71% of the 13F portfolio, value $33,798,442.

    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 534,542 shares
    Change vs previous 13F -49,948 shares

    15.79% of the 13F portfolio, value $29,453,288.

    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 584,490 shares
    Change vs previous 13F -828 shares

    18.25% of the 13F portfolio, value $31,410,466.

    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 585,318 shares
    Change vs previous 13F -29,362 shares

    18.14% of the 13F portfolio, value $33,011,926.

    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 614,680 shares
    Change vs previous 13F not available

    17.88% of the 13F portfolio, value $31,508,493.

    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).