Western Wealth Management, LLC: CDL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on CDL, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 5,133 CDL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,133 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $398,189.
13F-HR 0001767902-26-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 5,130 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $382,229.
13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,127 sharesChange vs previous 13F +5 shares
0.02% of the 13F portfolio, value $352,984.
13F-HR 0001767902-26-000002 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,122 sharesChange vs previous 13F +166 shares
0.02% of the 13F portfolio, value $356,443.
13F-HR 0001767902-25-000009 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,956 sharesChange vs previous 13F +40 shares
0.02% of the 13F portfolio, value $330,016.
13F-HR 0001908177-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,916 sharesChange vs previous 13F +216 shares
0.02% of the 13F portfolio, value $336,668.
13F-HR 0001767902-25-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,700 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $307,037.
13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,700 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $318,801.
13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).