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Disclosery

Western Financial Corp/CA: SPYM position timeline

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

Western Financial Corp/CA held 7,563 SPYM 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 7,563 shares
    Change vs previous 13F +2,608 shares

    0.19% of the 13F portfolio, value $664,674.

    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 4,955 shares
    Change vs previous 13F +936 shares

    0.15% of the 13F portfolio, value $379,275.

    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 4,019 shares
    Change vs previous 13F -160 shares

    0.13% of the 13F portfolio, value $322,403.

    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 4,179 shares
    Change vs previous 13F -702 shares

    0.14% of the 13F portfolio, value $327,383.

    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 4,881 shares
    Change vs previous 13F -5,556 shares

    0.19% of the 13F portfolio, value $354,798.

    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 10,437 shares
    Change vs previous 13F -820 shares

    0.4% of the 13F portfolio, value $686,337.

    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 11,257 shares
    Change vs previous 13F -7,580 shares

    0.43% of the 13F portfolio, value $776,028.

    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 18,837 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,271,658.

    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).