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
- period ended2026-06-3013F 18,541 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 18,672 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,707 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,427 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,569 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,864 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 22,890 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,116 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).