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Western Wealth Management, LLC: BIV position timeline

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

Western Wealth Management, LLC held 47,741 BIV 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 47,741 shares
    Change vs previous 13F +2,106 shares

    0.12% of the 13F portfolio, value $3,661,745.

    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 45,635 shares
    Change vs previous 13F +41,788 shares

    0.13% of the 13F portfolio, value $3,522,096.

    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 3,847 shares
    Change vs previous 13F +189 shares

    0.01% of the 13F portfolio, value $299,616.

    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 3,658 shares
    Change vs previous 13F -1,052 shares

    0.02% of the 13F portfolio, value $285,639.

    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 4,710 shares
    Change vs previous 13F +571 shares

    0.02% of the 13F portfolio, value $364,246.

    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 4,139 shares
    Change vs previous 13F -2,241 shares

    0.02% of the 13F portfolio, value $316,933.

    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 6,380 shares
    Change vs previous 13F -26,223 shares

    0.03% of the 13F portfolio, value $476,769.

    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 32,603 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,555,081.

    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).