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Disclosery

Western Financial Corp/CA: EQT position timeline

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

Western Financial Corp/CA held 20,757 EQT 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 20,757 shares
    Change vs previous 13F +838 shares

    0.32% of the 13F portfolio, value $1,103,650.

    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 19,919 shares
    Change vs previous 13F -540 shares

    0.5% of the 13F portfolio, value $1,267,645.

    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 20,459 shares
    Change vs previous 13F -215 shares

    0.43% of the 13F portfolio, value $1,096,602.

    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 20,674 shares
    Change vs previous 13F +3,479 shares

    0.49% of the 13F portfolio, value $1,125,286.

    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 17,195 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,002,812.

    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).