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Western Wealth Management, LLC: DEFT position timeline

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

Western Wealth Management, LLC held 154,690 DEFT 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 154,690 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $79,539.

    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 154,690 shares
    Change vs previous 13F -8,500 shares

    <0.01% of the 13F portfolio, value $85,466.

    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 163,190 shares
    Change vs previous 13F +31,000 shares

    0.01% of the 13F portfolio, value $123,144.

    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 132,190 shares
    Change vs previous 13F -10,400 shares

    0.01% of the 13F portfolio, value $278,923.

    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 142,590 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $417,791.

    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).