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Disclosery

Western Financial Corp/CA: HLT position timeline

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

Western Financial Corp/CA held 4,653 HLT 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 4,653 shares
    Change vs previous 13F +26 shares

    0.45% of the 13F portfolio, value $1,537,544.

    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 4,627 shares
    Change vs previous 13F -208 shares

    0.55% of the 13F portfolio, value $1,406,836.

    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 4,835 shares
    Change vs previous 13F -48 shares

    0.55% of the 13F portfolio, value $1,388,909.

    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 4,883 shares
    Change vs previous 13F +13 shares

    0.55% of the 13F portfolio, value $1,266,792.

    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 4,870 shares
    Change vs previous 13F -12 shares

    0.7% of the 13F portfolio, value $1,297,139.

    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 4,882 shares
    Change vs previous 13F -25 shares

    0.65% of the 13F portfolio, value $1,110,824.

    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 4,907 shares
    Change vs previous 13F -41 shares

    0.67% of the 13F portfolio, value $1,212,788.

    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 4,948 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,140,578.

    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).