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Disclosery

Western Financial Corp/CA: IBKR position timeline

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

Western Financial Corp/CA held 16,127 IBKR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,127 shares
    Change vs previous 13F -2,498 shares

    0.46% of the 13F portfolio, value $1,377,550.

    13F-HR 0001954480-26-000005 filed by Western Financial Corp/CA
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,625 shares
    Change vs previous 13F -58 shares

    0.47% of the 13F portfolio, value $1,621,120.

    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).

  3. period ended2026-03-31
    13F 18,683 shares
    Change vs previous 13F -2,502 shares

    0.49% of the 13F portfolio, value $1,253,069.

    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).

  4. period ended2025-12-31
    13F 21,185 shares
    Change vs previous 13F -199 shares

    0.54% of the 13F portfolio, value $1,362,407.

    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).

  5. period ended2025-09-30
    13F 21,384 shares
    Change vs previous 13F -3,014 shares

    0.64% of the 13F portfolio, value $1,471,433.

    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).

  6. period ended2025-06-30
    13F 24,398 shares
    Change vs previous 13F +18,396 shares

    0.72% of the 13F portfolio, value $1,351,893.

    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).

  7. period ended2025-03-31
    13F 6,002 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $993,871.

    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).