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Cedar Wealth Management, LLC: WES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cedar Wealth Management, LLC on WES, newest first. How the timeline and the estimate are built.

Cedar Wealth Management, LLC held 34,542 WES shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,542 shares
    Change vs previous 13F +6,840 shares

    0.39% of the 13F portfolio, value $1,511,558.

    13F-HR 0001665642-26-000004 filed by Cedar Wealth Management, LLC
    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 27,702 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,140,491.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).