Skip to content
Disclosery

Western Wealth Management, LLC: HEQT position timeline

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

Western Wealth Management, LLC held 20,619 HEQT 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 20,619 shares
    Change vs previous 13F +8,020 shares

    0.02% of the 13F portfolio, value $691,566.

    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 12,599 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $396,874.

    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 12,792 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $409,977.

    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 12,826 shares
    Change vs previous 13F +719 shares

    0.02% of the 13F portfolio, value $400,636.

    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 12,107 shares
    Change vs previous 13F +1,194 shares

    0.02% of the 13F portfolio, value $363,830.

    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 10,913 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $311,835.

    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).