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Disclosery

Western Financial Corp/CA: WMT position timeline

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

Western Financial Corp/CA held 10,983 WMT 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 10,983 shares
    Change vs previous 13F -24,764 shares

    0.36% of the 13F portfolio, value $1,243,935.

    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 35,747 shares
    Change vs previous 13F +3,128 shares

    1.74% of the 13F portfolio, value $4,442,689.

    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 32,619 shares
    Change vs previous 13F +402 shares

    1.44% of the 13F portfolio, value $3,634,133.

    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 32,217 shares
    Change vs previous 13F +9,148 shares

    1.44% of the 13F portfolio, value $3,320,330.

    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 23,069 shares
    Change vs previous 13F -677 shares

    1.21% of the 13F portfolio, value $2,255,687.

    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 23,746 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,084,661.

    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).