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Western Financial Corp/CA: MCK position timeline

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

Western Financial Corp/CA held 1,059 MCK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,059 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $903,883.

    13F-HR 0001954480-26-000005 filed by Western Financial Corp/CA
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,056 shares
    Change vs previous 13F +141 shares

    0.23% of the 13F portfolio, value $798,051.

    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).

  3. period ended2026-03-31
    13F 915 shares
    Change vs previous 13F -237 shares

    0.31% of the 13F portfolio, value $791,521.

    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).

  4. period ended2025-12-31
    13F 1,152 shares
    Change vs previous 13F -79 shares

    0.37% of the 13F portfolio, value $944,777.

    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).

  5. period ended2025-09-30
    13F 1,231 shares
    Change vs previous 13F +28 shares

    0.41% of the 13F portfolio, value $951,060.

    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).

  6. period ended2025-06-30
    13F 1,203 shares
    Change vs previous 13F -86 shares

    0.47% of the 13F portfolio, value $881,870.

    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).

  7. period ended2025-03-31
    13F 1,289 shares
    Change vs previous 13F -306 shares

    0.5% of the 13F portfolio, value $867,234.

    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).

  8. period ended2024-12-31
    13F 1,595 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $908,944.

    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).