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Disclosery

Western Financial Corp/CA: IVE position timeline

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

Western Financial Corp/CA held 1,148 IVE 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 1,148 shares
    Change vs previous 13F -275 shares

    0.08% of the 13F portfolio, value $260,665.

    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 1,423 shares
    Change vs previous 13F +34 shares

    0.12% of the 13F portfolio, value $300,466.

    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 1,389 shares
    Change vs previous 13F +312 shares

    0.12% of the 13F portfolio, value $294,565.

    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 1,077 shares
    Change vs previous 13F -115 shares

    0.1% of the 13F portfolio, value $222,411.

    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 1,192 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $232,941.

    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 1,193 shares
    Change vs previous 13F +1,193 shares

    0.13% of the 13F portfolio, value $227,362.

    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 0 shares
    Change vs previous 13F -1,436 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,436 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $283,136.

    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).