Skip to content
Disclosery

Western Financial Corp/CA: SHV position timeline

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

Western Financial Corp/CA held 12,431 SHV 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 12,431 shares
    Change vs previous 13F +675 shares

    0.4% of the 13F portfolio, value $1,371,731.

    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 11,756 shares
    Change vs previous 13F -470 shares

    0.51% of the 13F portfolio, value $1,297,711.

    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 12,226 shares
    Change vs previous 13F -65 shares

    0.53% of the 13F portfolio, value $1,346,675.

    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 12,291 shares
    Change vs previous 13F -485 shares

    0.59% of the 13F portfolio, value $1,358,053.

    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 12,776 shares
    Change vs previous 13F +40 shares

    0.76% of the 13F portfolio, value $1,410,703.

    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 12,736 shares
    Change vs previous 13F -1,008 shares

    0.82% of the 13F portfolio, value $1,406,860.

    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 13,744 shares
    Change vs previous 13F +1,092 shares

    0.83% of the 13F portfolio, value $1,513,333.

    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 12,652 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,399,678.

    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).