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Disclosery

Western Financial Corp/CA: GS position timeline

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

Western Financial Corp/CA held 6,056 GS 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 6,056 shares
    Change vs previous 13F +428 shares

    1.79% of the 13F portfolio, value $6,124,540.

    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 5,628 shares
    Change vs previous 13F +1,287 shares

    1.86% of the 13F portfolio, value $4,761,406.

    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 4,341 shares
    Change vs previous 13F -119 shares

    1.51% of the 13F portfolio, value $3,815,390.

    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 4,460 shares
    Change vs previous 13F +863 shares

    1.55% of the 13F portfolio, value $3,551,869.

    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 3,597 shares
    Change vs previous 13F +17 shares

    1.36% of the 13F portfolio, value $2,545,718.

    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 3,580 shares
    Change vs previous 13F +320 shares

    1.14% of the 13F portfolio, value $1,955,538.

    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 3,260 shares
    Change vs previous 13F +548 shares

    1.03% of the 13F portfolio, value $1,866,929.

    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 2,712 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,342,738.

    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).