Skip to content
Disclosery

Western Wealth Management, LLC: CGXU position timeline

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

Western Wealth Management, LLC held 100,038 CGXU 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 100,038 shares
    Change vs previous 13F +2,786 shares

    0.11% of the 13F portfolio, value $3,463,303.

    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 97,252 shares
    Change vs previous 13F +14,271 shares

    0.11% of the 13F portfolio, value $2,867,949.

    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 82,981 shares
    Change vs previous 13F +4,833 shares

    0.11% of the 13F portfolio, value $2,452,076.

    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 78,148 shares
    Change vs previous 13F +7,887 shares

    0.12% of the 13F portfolio, value $2,314,748.

    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 70,261 shares
    Change vs previous 13F +1,496 shares

    0.11% of the 13F portfolio, value $1,906,188.

    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 68,765 shares
    Change vs previous 13F +27,983 shares

    0.11% of the 13F portfolio, value $1,683,373.

    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 40,782 shares
    Change vs previous 13F +14,919 shares

    0.07% of the 13F portfolio, value $1,006,095.

    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 25,863 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $697,523.

    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).