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Disclosery

Western Financial Corp/CA: XTEN position timeline

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

Western Financial Corp/CA held 5,987 XTEN 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 5,987 shares
    Change vs previous 13F -1,773 shares

    0.08% of the 13F portfolio, value $272,887.

    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 7,760 shares
    Change vs previous 13F -900 shares

    0.14% of the 13F portfolio, value $355,874.

    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 8,660 shares
    Change vs previous 13F -1,788 shares

    0.16% of the 13F portfolio, value $400,265.

    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 10,448 shares
    Change vs previous 13F +113 shares

    0.21% of the 13F portfolio, value $487,190.

    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 10,335 shares
    Change vs previous 13F +4,150 shares

    0.26% of the 13F portfolio, value $477,064.

    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 6,185 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $288,035.

    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).