Skip to content
Disclosery

Western Financial Corp/CA: ORCL position timeline

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

Western Financial Corp/CA held 0 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,565 shares

    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).

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

  2. period ended2025-12-31
    13F 3,565 shares
    Change vs previous 13F +412 shares

    0.28% of the 13F portfolio, value $694,898.

    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).

  3. period ended2025-09-30
    13F 3,153 shares
    Change vs previous 13F -1,053 shares

    0.39% of the 13F portfolio, value $886,750.

    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).

  4. period ended2025-06-30
    13F 4,206 shares
    Change vs previous 13F -2,779 shares

    0.49% of the 13F portfolio, value $919,558.

    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).

  5. period ended2025-03-31
    13F 6,985 shares
    Change vs previous 13F -7,597 shares

    0.57% of the 13F portfolio, value $976,573.

    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).

  6. period ended2024-12-31
    13F 14,582 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,429,944.

    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).