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Western Wealth Management, LLC: CGDV position timeline

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

Western Wealth Management, LLC held 1,117,504 CGDV 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 1,117,504 shares
    Change vs previous 13F -7,191 shares

    1.8% of the 13F portfolio, value $55,070,581.

    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 1,124,695 shares
    Change vs previous 13F +88,340 shares

    1.82% of the 13F portfolio, value $47,844,522.

    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 1,036,355 shares
    Change vs previous 13F +35,631 shares

    2.09% of the 13F portfolio, value $45,226,528.

    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 1,000,724 shares
    Change vs previous 13F +243,853 shares

    2.22% of the 13F portfolio, value $42,060,422.

    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 756,871 shares
    Change vs previous 13F +381,493 shares

    1.78% of the 13F portfolio, value $29,888,858.

    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 375,378 shares
    Change vs previous 13F -33,771 shares

    0.89% of the 13F portfolio, value $13,378,465.

    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 409,149 shares
    Change vs previous 13F +178,158 shares

    0.94% of the 13F portfolio, value $14,426,614.

    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 230,991 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,417,318.

    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).