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Disclosery

Western Financial Corp/CA: MBB position timeline

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

Western Financial Corp/CA held 4,150 MBB 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 4,150 shares
    Change vs previous 13F +293 shares

    0.11% of the 13F portfolio, value $392,236.

    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 3,857 shares
    Change vs previous 13F -280 shares

    0.14% of the 13F portfolio, value $366,247.

    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 4,137 shares
    Change vs previous 13F -177 shares

    0.16% of the 13F portfolio, value $393,937.

    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 4,314 shares
    Change vs previous 13F -76 shares

    0.18% of the 13F portfolio, value $410,469.

    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 4,390 shares
    Change vs previous 13F -28 shares

    0.22% of the 13F portfolio, value $412,190.

    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 4,418 shares
    Change vs previous 13F -966 shares

    0.24% of the 13F portfolio, value $414,275.

    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 5,384 shares
    Change vs previous 13F -1,502 shares

    0.27% of the 13F portfolio, value $493,597.

    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 6,886 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $659,724.

    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).