Western Financial Corp/CA
CIK
0001954480
City
SAN DIEGO
State / Country
CA
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $227,823 | 24,032 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $213,529 | 23,439 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $204,132 | 22,962 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $176,042 | 20,470 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $125,119 | 15,111 | Shares | Sole | 2025-01-24 |