Western Wealth Management, LLC: DFAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on DFAX, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 93,980 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 93,980 sharesChange vs previous 13F -732 shares
0.11% of the 13F portfolio, value $3,462,220.
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 94,712 sharesChange vs previous 13F -256 shares
0.12% of the 13F portfolio, value $3,217,374.
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 94,968 sharesChange vs previous 13F +5,119 shares
0.14% of the 13F portfolio, value $3,108,302.
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 89,849 sharesChange vs previous 13F +2,958 shares
0.15% of the 13F portfolio, value $2,819,466.
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 86,891 sharesChange vs previous 13F -3,446 shares
0.15% of the 13F portfolio, value $2,551,977.
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 90,337 sharesChange vs previous 13F -14,481 shares
0.16% of the 13F portfolio, value $2,366,829.
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 104,818 sharesChange vs previous 13F +698 shares
0.17% of the 13F portfolio, value $2,605,783.
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 104,120 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $2,812,274.
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).