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Disclosery

Western Financial Corp/CA: PFE position timeline

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

Western Financial Corp/CA held 14,678 PFE 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 14,678 shares
    Change vs previous 13F +139 shares

    0.1% of the 13F portfolio, value $353,448.

    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 14,539 shares
    Change vs previous 13F +1,223 shares

    0.16% of the 13F portfolio, value $408,244.

    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 13,316 shares
    Change vs previous 13F +138 shares

    0.13% of the 13F portfolio, value $331,572.

    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 13,178 shares
    Change vs previous 13F +140 shares

    0.15% of the 13F portfolio, value $335,783.

    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 13,038 shares
    Change vs previous 13F +139 shares

    0.17% of the 13F portfolio, value $316,033.

    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 12,899 shares
    Change vs previous 13F -855 shares

    0.19% of the 13F portfolio, value $326,863.

    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 13,754 shares
    Change vs previous 13F +126 shares

    0.2% of the 13F portfolio, value $364,891.

    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 13,628 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $394,402.

    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).