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Western Wealth Management, LLC: FVD position timeline

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

Western Wealth Management, LLC held 101,870 FVD 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 101,870 shares
    Change vs previous 13F -6,314 shares

    0.16% of the 13F portfolio, value $4,908,104.

    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 108,184 shares
    Change vs previous 13F -11,688 shares

    0.19% of the 13F portfolio, value $5,087,878.

    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 119,872 shares
    Change vs previous 13F +14,220 shares

    0.25% of the 13F portfolio, value $5,523,704.

    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 105,652 shares
    Change vs previous 13F -2,789 shares

    0.26% of the 13F portfolio, value $4,885,353.

    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 108,441 shares
    Change vs previous 13F -2,583 shares

    0.29% of the 13F portfolio, value $4,847,335.

    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 111,024 shares
    Change vs previous 13F -4,582 shares

    0.33% of the 13F portfolio, value $4,950,538.

    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 115,606 shares
    Change vs previous 13F -760 shares

    0.33% of the 13F portfolio, value $5,045,057.

    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 116,366 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,293,483.

    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).