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Western Wealth Management, LLC: FDL position timeline

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

Western Wealth Management, LLC held 34,388 FDL 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 34,388 shares
    Change vs previous 13F +2,065 shares

    0.05% of the 13F portfolio, value $1,673,332.

    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 32,323 shares
    Change vs previous 13F -233 shares

    0.06% of the 13F portfolio, value $1,641,994.

    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 32,556 shares
    Change vs previous 13F +4,456 shares

    0.07% of the 13F portfolio, value $1,443,527.

    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 28,100 shares
    Change vs previous 13F -2,323 shares

    0.06% of the 13F portfolio, value $1,219,829.

    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 30,423 shares
    Change vs previous 13F -1,677 shares

    0.08% of the 13F portfolio, value $1,273,796.

    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 32,100 shares
    Change vs previous 13F +3,913 shares

    0.09% of the 13F portfolio, value $1,394,402.

    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 28,187 shares
    Change vs previous 13F +1,601 shares

    0.07% of the 13F portfolio, value $1,134,826.

    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 26,586 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,115,281.

    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).