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Disclosery

Western Financial Corp/CA: FLOT position timeline

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

Western Financial Corp/CA held 13,690 FLOT 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 13,690 shares
    Change vs previous 13F +655 shares

    0.2% of the 13F portfolio, value $698,859.

    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 13,035 shares
    Change vs previous 13F -613 shares

    0.26% of the 13F portfolio, value $664,114.

    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 13,648 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $694,156.

    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 13,635 shares
    Change vs previous 13F -136 shares

    0.3% of the 13F portfolio, value $696,549.

    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 13,771 shares
    Change vs previous 13F -203 shares

    0.38% of the 13F portfolio, value $702,619.

    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 13,974 shares
    Change vs previous 13F -1,064 shares

    0.41% of the 13F portfolio, value $713,387.

    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 15,038 shares
    Change vs previous 13F +1,446 shares

    0.42% of the 13F portfolio, value $765,138.

    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 13,592 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $693,714.

    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).