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Western Wealth Management, LLC: FPEI position timeline

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

Western Wealth Management, LLC held 47,963 FPEI 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 47,963 shares
    Change vs previous 13F -3,603 shares

    0.03% of the 13F portfolio, value $925,196.

    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 51,566 shares
    Change vs previous 13F +256 shares

    0.04% of the 13F portfolio, value $979,751.

    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 51,310 shares
    Change vs previous 13F -780 shares

    0.05% of the 13F portfolio, value $994,904.

    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 52,090 shares
    Change vs previous 13F -1,822 shares

    0.05% of the 13F portfolio, value $1,007,411.

    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 53,912 shares
    Change vs previous 13F -36,285 shares

    0.06% of the 13F portfolio, value $1,023,798.

    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 90,197 shares
    Change vs previous 13F +1,092 shares

    0.11% of the 13F portfolio, value $1,686,684.

    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 89,105 shares
    Change vs previous 13F +4,040 shares

    0.11% of the 13F portfolio, value $1,666,259.

    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 85,065 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,622,180.

    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).