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Western Wealth Management, LLC: BILS position timeline

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

Western Wealth Management, LLC held 32,741 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,741 shares
    Change vs previous 13F -3,328 shares

    0.11% of the 13F portfolio, value $3,253,801.

    13F-HR 0001767902-26-000006 filed by Western 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/A 36,069 shares
    Change vs previous 13F +2,564 shares

    0.14% of the 13F portfolio, value $3,586,701.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, LLC
    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 33,505 shares
    Change vs previous 13F +11,005 shares

    0.15% of the 13F portfolio, value $3,324,367.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, LLC
    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 22,500 shares
    Change vs previous 13F -5,395 shares

    0.12% of the 13F portfolio, value $2,239,199.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, LLC
    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 27,895 shares
    Change vs previous 13F +2,020 shares

    0.17% of the 13F portfolio, value $2,773,603.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, LLC
    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 25,875 shares
    Change vs previous 13F +2,805 shares

    0.17% of the 13F portfolio, value $2,574,307.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 23,070 shares
    Change vs previous 13F +9,355 shares

    0.15% of the 13F portfolio, value $2,287,393.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,715 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,365,740.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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