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Disclosery

Western Financial Corp/CA: META position timeline

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

Western Financial Corp/CA held 2,051 META 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 2,051 shares
    Change vs previous 13F -1,034 shares

    0.34% of the 13F portfolio, value $1,155,139.

    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 3,085 shares
    Change vs previous 13F -50 shares

    0.69% of the 13F portfolio, value $1,765,144.

    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 3,135 shares
    Change vs previous 13F -615 shares

    0.82% of the 13F portfolio, value $2,069,489.

    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 3,750 shares
    Change vs previous 13F +17 shares

    1.2% of the 13F portfolio, value $2,753,665.

    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 3,733 shares
    Change vs previous 13F -4,257 shares

    1.48% of the 13F portfolio, value $2,754,986.

    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 7,990 shares
    Change vs previous 13F +510 shares

    2.68% of the 13F portfolio, value $4,605,354.

    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 7,480 shares
    Change vs previous 13F -147 shares

    2.41% of the 13F portfolio, value $4,379,436.

    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 7,627 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,365,915.

    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).