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Disclosery

Western Financial Corp/CA: WELL position timeline

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

Western Financial Corp/CA held 10,140 WELL 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 10,140 shares
    Change vs previous 13F +187 shares

    0.67% of the 13F portfolio, value $2,301,404.

    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 9,953 shares
    Change vs previous 13F -743 shares

    0.77% of the 13F portfolio, value $1,967,858.

    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 10,696 shares
    Change vs previous 13F -1,178 shares

    0.79% of the 13F portfolio, value $1,985,249.

    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 11,874 shares
    Change vs previous 13F +200 shares

    0.92% of the 13F portfolio, value $2,115,272.

    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 11,674 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,794,644.

    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).