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Western Wealth Management, LLC: BUFD position timeline

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

Western Wealth Management, LLC held 78,640 BUFD 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 78,640 shares
    Change vs previous 13F +18,071 shares

    0.08% of the 13F portfolio, value $2,337,176.

    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 60,569 shares
    Change vs previous 13F +52,256 shares

    0.06% of the 13F portfolio, value $1,695,922.

    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 8,313 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $234,760.

    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 8,598 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $237,647.

    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).