Western Wealth Management, LLC: CWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on CWI, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 17,915 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,915 sharesChange vs previous 13F -4,628 shares
0.02% of the 13F portfolio, value $728,603.
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 22,543 sharesChange vs previous 13F +5,500 shares
0.03% of the 13F portfolio, value $824,848.
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 17,043 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $612,184.
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 17,043 sharesChange vs previous 13F +1,000 shares
0.03% of the 13F portfolio, value $595,141.
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 16,043 sharesChange vs previous 13F +3,000 shares
0.03% of the 13F portfolio, value $523,964.
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 13,043 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $385,812.
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 13,043 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $364,422.
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 13,043 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $397,029.
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).