Western Wealth Management, LLC: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on DVY, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 22,162 DVY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 22,162 sharesChange vs previous 13F +773 shares
0.11% of the 13F portfolio, value $3,463,888.
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 21,389 sharesChange vs previous 13F -367 shares
0.12% of the 13F portfolio, value $3,238,445.
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 21,756 sharesChange vs previous 13F -1,193 shares
0.14% of the 13F portfolio, value $3,070,614.
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 22,949 sharesChange vs previous 13F -521 shares
0.17% of the 13F portfolio, value $3,261,043.
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 23,470 sharesChange vs previous 13F -2,795 shares
0.19% of the 13F portfolio, value $3,117,042.
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 26,265 sharesChange vs previous 13F -175 shares
0.23% of the 13F portfolio, value $3,527,119.
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 26,440 sharesChange vs previous 13F +4,572 shares
0.23% of the 13F portfolio, value $3,471,247.
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 21,868 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $2,953,775.
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).