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Disclosery

Western Financial Corp/CA: IUSB position timeline

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

Western Financial Corp/CA held 13,400 IUSB 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 13,400 shares
    Change vs previous 13F +3,003 shares

    0.18% of the 13F portfolio, value $618,432.

    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 10,397 shares
    Change vs previous 13F -60 shares

    0.19% of the 13F portfolio, value $480,230.

    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 10,457 shares
    Change vs previous 13F -1,127 shares

    0.19% of the 13F portfolio, value $486,674.

    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 11,584 shares
    Change vs previous 13F -213 shares

    0.24% of the 13F portfolio, value $541,081.

    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 11,797 shares
    Change vs previous 13F -3,960 shares

    0.29% of the 13F portfolio, value $545,358.

    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 15,757 shares
    Change vs previous 13F -3,990 shares

    0.42% of the 13F portfolio, value $726,061.

    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 19,747 shares
    Change vs previous 13F -6,459 shares

    0.49% of the 13F portfolio, value $892,559.

    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 26,206 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,234,837.

    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).