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Disclosery

Western Financial Corp/CA: WFC position timeline

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

Western Financial Corp/CA held 88,892 WFC 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 88,892 shares
    Change vs previous 13F -9,246 shares

    2.15% of the 13F portfolio, value $7,346,035.

    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 98,138 shares
    Change vs previous 13F +1,682 shares

    3.06% of the 13F portfolio, value $7,812,766.

    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 96,456 shares
    Change vs previous 13F -328 shares

    3.57% of the 13F portfolio, value $8,989,699.

    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 96,784 shares
    Change vs previous 13F +10,407 shares

    3.53% of the 13F portfolio, value $8,112,435.

    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 86,377 shares
    Change vs previous 13F -9,835 shares

    3.71% of the 13F portfolio, value $6,920,525.

    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 96,212 shares
    Change vs previous 13F +145 shares

    4.01% of the 13F portfolio, value $6,907,059.

    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 96,067 shares
    Change vs previous 13F +1,032 shares

    3.71% of the 13F portfolio, value $6,747,746.

    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 95,035 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $5,368,527.

    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).