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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

  1. period ended2026-06-30
    13F 22,162 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F/A 21,389 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 21,756 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 22,949 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 23,470 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 26,265 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F/A 26,440 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 21,868 shares
    Change 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), ingested

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