Western Wealth Management, LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on HDV, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 95,580 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 95,580 sharesChange vs previous 13F +74,107 shares
0.09% of the 13F portfolio, value $2,619,854.
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 21,473 sharesChange vs previous 13F +1,134 shares
0.02% of the 13F portfolio, value $582,872.
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 20,339 sharesChange vs previous 13F +3,688 shares
0.11% of the 13F portfolio, value $2,473,433.
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 16,651 sharesChange vs previous 13F -300 shares
0.11% of the 13F portfolio, value $2,038,908.
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 16,951 sharesChange vs previous 13F +318 shares
0.12% of the 13F portfolio, value $1,986,112.
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 16,633 sharesChange vs previous 13F -14 shares
0.13% of the 13F portfolio, value $2,014,542.
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 16,647 sharesChange vs previous 13F -46 shares
0.12% of the 13F portfolio, value $1,868,773.
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 16,693 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,963,402.
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).