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Disclosery

Western Financial Corp/CA: SCHZ position timeline

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

Western Financial Corp/CA held 25,289 SCHZ 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 25,289 shares
    Change vs previous 13F +684 shares

    0.17% of the 13F portfolio, value $584,934.

    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 24,605 shares
    Change vs previous 13F -1,093 shares

    0.22% of the 13F portfolio, value $571,318.

    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 25,698 shares
    Change vs previous 13F -1,413 shares

    0.24% of the 13F portfolio, value $600,553.

    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 27,111 shares
    Change vs previous 13F -159 shares

    0.28% of the 13F portfolio, value $636,305.

    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 27,270 shares
    Change vs previous 13F -6,552 shares

    0.34% of the 13F portfolio, value $633,757.

    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 33,822 shares
    Change vs previous 13F -3,226 shares

    0.46% of the 13F portfolio, value $783,318.

    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 37,048 shares
    Change vs previous 13F +14,730 shares

    0.46% of the 13F portfolio, value $840,991.

    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 22,318 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,060,571.

    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).