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Disclosery

Western Financial Corp/CA: IVW position timeline

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

Western Financial Corp/CA held 2,069 IVW 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 2,069 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $284,550.

    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 2,169 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $245,336.

    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 2,184 shares
    Change vs previous 13F -290 shares

    0.11% of the 13F portfolio, value $269,200.

    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 2,474 shares
    Change vs previous 13F -477 shares

    0.13% of the 13F portfolio, value $298,661.

    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 2,951 shares
    Change vs previous 13F -393 shares

    0.17% of the 13F portfolio, value $324,905.

    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 3,344 shares
    Change vs previous 13F -233 shares

    0.18% of the 13F portfolio, value $310,424.

    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 3,577 shares
    Change vs previous 13F -2,293 shares

    0.2% of the 13F portfolio, value $363,173.

    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 5,870 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $562,053.

    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).