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Disclosery

Western Financial Corp/CA: VZ position timeline

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

Western Financial Corp/CA held 7,252 VZ 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 7,252 shares
    Change vs previous 13F +78 shares

    0.09% of the 13F portfolio, value $307,039.

    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 7,174 shares
    Change vs previous 13F -11,348 shares

    0.14% of the 13F portfolio, value $360,151.

    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 18,522 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $754,391.

    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 18,522 shares
    Change vs previous 13F +258 shares

    0.35% of the 13F portfolio, value $814,031.

    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 18,264 shares
    Change vs previous 13F +251 shares

    0.42% of the 13F portfolio, value $790,262.

    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 18,013 shares
    Change vs previous 13F +269 shares

    0.47% of the 13F portfolio, value $817,064.

    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 17,744 shares
    Change vs previous 13F +253 shares

    0.39% of the 13F portfolio, value $709,580.

    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 17,491 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $785,504.

    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).