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Western Wealth Management, LLC: FPX position timeline

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

Western Wealth Management, LLC held 18,541 FPX 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 18,541 shares
    Change vs previous 13F -131 shares

    0.13% of the 13F portfolio, value $3,822,882.

    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 18,672 shares
    Change vs previous 13F -35 shares

    0.11% of the 13F portfolio, value $2,965,378.

    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 18,707 shares
    Change vs previous 13F -1,720 shares

    0.14% of the 13F portfolio, value $3,060,246.

    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 20,427 shares
    Change vs previous 13F -142 shares

    0.18% of the 13F portfolio, value $3,394,206.

    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 20,569 shares
    Change vs previous 13F -295 shares

    0.18% of the 13F portfolio, value $2,980,662.

    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 20,864 shares
    Change vs previous 13F -2,026 shares

    0.15% of the 13F portfolio, value $2,331,330.

    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 22,890 shares
    Change vs previous 13F -226 shares

    0.18% of the 13F portfolio, value $2,735,598.

    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 23,116 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,547,182.

    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).