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Disclosery

Western Financial Corp/CA: HWM position timeline

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

Western Financial Corp/CA held 6,028 HWM 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 6,028 shares
    Change vs previous 13F +59 shares

    0.47% of the 13F portfolio, value $1,620,688.

    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 5,969 shares
    Change vs previous 13F -1,411 shares

    0.54% of the 13F portfolio, value $1,375,616.

    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 7,380 shares
    Change vs previous 13F -102 shares

    0.6% of the 13F portfolio, value $1,513,048.

    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 7,482 shares
    Change vs previous 13F -17 shares

    0.64% of the 13F portfolio, value $1,468,193.

    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 7,499 shares
    Change vs previous 13F -518 shares

    0.75% of the 13F portfolio, value $1,395,789.

    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 8,017 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,040,045.

    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).