Position in TDG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,133,566
-$480,865 QoQ
Shares Held
851
-38.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#570
of 1,139 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Western Financial Corp/CA holds $12,079,010 across 5 Aerospace & Defense names. TDG ranks #5 (9.4% of the industry book) .
All Filings in TDG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,566 | 851 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,614,431 | 1,393 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,909,664 | 1,436 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,978,348 | 1,501 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,212,531 | 1,455 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,025,136 | 1,464 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,902,187 | 1,501 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,129,277 | 1,492 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,855,089 | 1,452 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,756,261 | 1,426 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||