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Disclosery

Western Financial Corp/CA: NET position timeline

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

Western Financial Corp/CA held 6,404 NET 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 6,404 shares
    Change vs previous 13F +157 shares

    0.46% of the 13F portfolio, value $1,570,773.

    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 6,247 shares
    Change vs previous 13F -513 shares

    0.5% of the 13F portfolio, value $1,289,006.

    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 6,760 shares
    Change vs previous 13F -33 shares

    0.53% of the 13F portfolio, value $1,332,734.

    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 6,793 shares
    Change vs previous 13F -1,584 shares

    0.63% of the 13F portfolio, value $1,457,710.

    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 8,377 shares
    Change vs previous 13F -150 shares

    0.88% of the 13F portfolio, value $1,640,468.

    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 8,527 shares
    Change vs previous 13F -3,519 shares

    0.56% of the 13F portfolio, value $960,908.

    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 12,046 shares
    Change vs previous 13F -94 shares

    0.71% of the 13F portfolio, value $1,297,113.

    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 12,140 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $982,005.

    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).