Western Financial Corp/CA: KLAC position timeline

Western Financial Corp/CA held 12,275 KLAC 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 12,275 shares

   Change vs previous 13F +10,999 shares

   1.08% of the 13F portfolio, value $3,703,572.

   13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,276 shares

   Change vs previous 13F +1,276 shares

   0.74% of the 13F portfolio, value $1,878,925.

   13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -575 shares

   13F-HR 0001085146-25-002289 filed by Western Financial Corp/CA
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2024-12-31

   13F 575 shares

   Change vs previous 13F -2,617 shares

   0.2% of the 13F portfolio, value $362,406.

   13F-HR 0001085146-25-000445 filed by Western Financial Corp/CA
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,192 shares

   Change vs previous 13F not available

   1.4% of the 13F portfolio, value $2,472,212.

   13F-HR 0001085146-24-005036 filed by Western Financial Corp/CA
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).