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Western Wealth Management, LLC: FNDX position timeline

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

Western Wealth Management, LLC held 156,756 FNDX 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 156,756 shares
    Change vs previous 13F +35,119 shares

    0.16% of the 13F portfolio, value $4,875,104.

    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 121,637 shares
    Change vs previous 13F +77,067 shares

    0.13% of the 13F portfolio, value $3,387,577.

    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 44,570 shares
    Change vs previous 13F +24,593 shares

    0.06% of the 13F portfolio, value $1,212,762.

    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 19,977 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $525,395.

    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 20,124 shares
    Change vs previous 13F +1,244 shares

    0.03% of the 13F portfolio, value $493,842.

    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 18,880 shares
    Change vs previous 13F +5,407 shares

    0.03% of the 13F portfolio, value $445,767.

    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 13,473 shares
    Change vs previous 13F +5,575 shares

    0.02% of the 13F portfolio, value $319,040.

    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 7,898 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $566,730.

    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).