Western Wealth Management, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on IEFA, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 86,047 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 86,047 sharesChange vs previous 13F +14,278 shares
0.27% of the 13F portfolio, value $8,310,450.
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 71,769 sharesChange vs previous 13F +6,437 shares
0.25% of the 13F portfolio, value $6,497,254.
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 65,332 sharesChange vs previous 13F -5,015 shares
0.27% of the 13F portfolio, value $5,844,601.
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 70,347 sharesChange vs previous 13F +3,393 shares
0.32% of the 13F portfolio, value $6,142,001.
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 66,954 sharesChange vs previous 13F -6,370 shares
0.33% of the 13F portfolio, value $5,589,307.
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 73,324 sharesChange vs previous 13F +2,096 shares
0.37% of the 13F portfolio, value $5,546,929.
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 71,228 sharesChange vs previous 13F -507 shares
0.33% of the 13F portfolio, value $5,005,922.
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 71,735 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $5,598,955.
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).