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Western Wealth Management, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on EFV, newest first. How the timeline and the estimate are built.

Western Wealth Management, LLC held 26,993 EFV 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 26,993 shares
    Change vs previous 13F +2,685 shares

    0.07% of the 13F portfolio, value $2,066,317.

    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 24,308 shares
    Change vs previous 13F +6,718 shares

    0.07% of the 13F portfolio, value $1,807,300.

    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 17,590 shares
    Change vs previous 13F +1,813 shares

    0.06% of the 13F portfolio, value $1,256,076.

    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 15,777 shares
    Change vs previous 13F +3,945 shares

    0.06% of the 13F portfolio, value $1,070,179.

    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 11,832 shares
    Change vs previous 13F +3,300 shares

    0.04% of the 13F portfolio, value $751,112.

    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 8,532 shares
    Change vs previous 13F +639 shares

    0.03% of the 13F portfolio, value $502,885.

    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 7,893 shares
    Change vs previous 13F -3,767 shares

    0.03% of the 13F portfolio, value $414,164.

    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 11,660 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $670,826.

    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).