Western Wealth Management, LLC: DRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on DRI, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 2,170 DRI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,170 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $446,967.
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 2,170 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $425,336.
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 2,170 sharesChange vs previous 13F -7,299 shares
0.02% of the 13F portfolio, value $399,256.
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 9,469 sharesChange vs previous 13F +83 shares
0.1% of the 13F portfolio, value $1,802,579.
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 9,386 sharesChange vs previous 13F -1 shares
0.12% of the 13F portfolio, value $2,045,877.
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 9,387 sharesChange vs previous 13F -43 shares
0.13% of the 13F portfolio, value $1,950,201.
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 9,430 sharesChange vs previous 13F -4 shares
0.11% of the 13F portfolio, value $1,760,559.
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 9,434 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,548,382.
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).