Skip to content
Disclosery

Western Wealth Management, LLC: CGUS position timeline

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

Western Wealth Management, LLC held 122,750 CGUS 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 122,750 shares
    Change vs previous 13F -32,143 shares

    0.18% of the 13F portfolio, value $5,459,897.

    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 154,893 shares
    Change vs previous 13F +29,131 shares

    0.23% of the 13F portfolio, value $5,951,006.

    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 125,762 shares
    Change vs previous 13F +13,042 shares

    0.23% of the 13F portfolio, value $5,059,408.

    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 112,720 shares
    Change vs previous 13F +6,891 shares

    0.24% of the 13F portfolio, value $4,456,950.

    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 105,829 shares
    Change vs previous 13F -20,821 shares

    0.23% of the 13F portfolio, value $3,908,274.

    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 126,650 shares
    Change vs previous 13F +48,630 shares

    0.28% of the 13F portfolio, value $4,230,109.

    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 78,020 shares
    Change vs previous 13F -38,491 shares

    0.18% of the 13F portfolio, value $2,728,360.

    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 116,511 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,993,996.

    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).