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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

  1. period ended2026-06-30
    13F 93,980 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 94,712 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 94,968 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,849 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,891 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,337 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 104,818 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 104,120 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).