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Disclosery

Western Financial Corp/CA: TLT position timeline

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

Western Financial Corp/CA held 16,093 TLT 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 16,093 shares
    Change vs previous 13F +1,161 shares

    0.41% of the 13F portfolio, value $1,390,720.

    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 14,932 shares
    Change vs previous 13F -601 shares

    0.51% of the 13F portfolio, value $1,294,453.

    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 15,533 shares
    Change vs previous 13F -112 shares

    0.54% of the 13F portfolio, value $1,353,814.

    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 15,645 shares
    Change vs previous 13F -215 shares

    0.61% of the 13F portfolio, value $1,398,226.

    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 15,860 shares
    Change vs previous 13F +597 shares

    0.75% of the 13F portfolio, value $1,399,612.

    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 15,263 shares
    Change vs previous 13F -3,113 shares

    0.81% of the 13F portfolio, value $1,389,391.

    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 18,376 shares
    Change vs previous 13F +2,421 shares

    0.88% of the 13F portfolio, value $1,604,734.

    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 15,955 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,565,185.

    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).