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Disclosery

Western Financial Corp/CA: TDG position timeline

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

Western Financial Corp/CA held 851 TDG 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 851 shares
    Change vs previous 13F -542 shares

    0.33% of the 13F portfolio, value $1,133,566.

    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 1,393 shares
    Change vs previous 13F -43 shares

    0.63% of the 13F portfolio, value $1,614,431.

    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 1,436 shares
    Change vs previous 13F -65 shares

    0.76% of the 13F portfolio, value $1,909,665.

    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 1,501 shares
    Change vs previous 13F +46 shares

    0.86% of the 13F portfolio, value $1,978,348.

    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 1,455 shares
    Change vs previous 13F -9 shares

    1.19% of the 13F portfolio, value $2,212,531.

    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 1,464 shares
    Change vs previous 13F -37 shares

    1.18% of the 13F portfolio, value $2,025,137.

    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 1,501 shares
    Change vs previous 13F +9 shares

    1.05% of the 13F portfolio, value $1,902,187.

    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 1,492 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,129,278.

    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).