Western Wealth Management, LLC: FYX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on FYX, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 29,597 FYX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 29,597 sharesChange vs previous 13F +83 shares
0.14% of the 13F portfolio, value $4,270,749.
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 29,514 sharesChange vs previous 13F +2,071 shares
0.13% of the 13F portfolio, value $3,522,599.
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 27,443 sharesChange vs previous 13F -900 shares
0.14% of the 13F portfolio, value $3,104,978.
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 28,343 sharesChange vs previous 13F +591 shares
0.16% of the 13F portfolio, value $3,088,866.
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 27,752 sharesChange vs previous 13F +714 shares
0.16% of the 13F portfolio, value $2,699,690.
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 27,038 sharesChange vs previous 13F +559 shares
0.16% of the 13F portfolio, value $2,435,858.
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 26,479 sharesChange vs previous 13F +8,343 shares
0.17% of the 13F portfolio, value $2,675,970.
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 18,136 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,805,066.
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).