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Disclosery

Western Financial Corp/CA: SHYG position timeline

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

Western Financial Corp/CA held 34,214 SHYG 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 34,214 shares
    Change vs previous 13F +2,060 shares

    0.42% of the 13F portfolio, value $1,451,027.

    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 32,154 shares
    Change vs previous 13F -1,048 shares

    0.53% of the 13F portfolio, value $1,360,452.

    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 33,202 shares
    Change vs previous 13F -214 shares

    0.56% of the 13F portfolio, value $1,423,359.

    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 33,416 shares
    Change vs previous 13F -594 shares

    0.63% of the 13F portfolio, value $1,446,931.

    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 34,010 shares
    Change vs previous 13F +161 shares

    0.79% of the 13F portfolio, value $1,467,204.

    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 33,849 shares
    Change vs previous 13F -2,511 shares

    0.84% of the 13F portfolio, value $1,439,263.

    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 36,360 shares
    Change vs previous 13F +2,977 shares

    0.85% of the 13F portfolio, value $1,549,292.

    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 33,383 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,449,490.

    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).