| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARROWHEAD PHARMACEUTICALS IN | 8 | Q3 2022 | 41.4% |
| ENTERPRISE FINL SVCS CORP | 8 | Q3 2022 | 25.5% |
| WELLS FARGO CO NEW | 8 | Q3 2022 | 2.6% |
| PACWEST BANCORP DEL | 8 | Q3 2022 | 2.6% |
| ISHARES TR | 8 | Q3 2022 | 4.4% |
| ISHARES TR | 8 | Q3 2022 | 3.0% |
| ISHARES TR | 8 | Q3 2022 | 2.3% |
| APPLE INC | 8 | Q3 2022 | 1.3% |
| HOME DEPOT INC | 8 | Q3 2022 | 1.0% |
| MICROSOFT CORP | 8 | Q3 2022 | 1.0% |
View WESTERN FINANCIAL Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-22 |
| 13F-HR | 2021-07-16 |
| 13F-HR | 2021-04-27 |
| 13F-HR | 2021-02-03 |
| X-17A-5 | 2019-11-06 |
| X-17A-5 | 2018-11-08 |
View WESTERN FINANCIAL Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.