Western Wealth Management, LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on IEI, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 11,004 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 11,004 sharesChange vs previous 13F +1,938 shares
0.04% of the 13F portfolio, value $1,292,409.
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 9,066 sharesChange vs previous 13F +6 shares
0.04% of the 13F portfolio, value $1,075,174.
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 9,060 sharesChange vs previous 13F +1,260 shares
0.05% of the 13F portfolio, value $1,081,266.
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 7,800 sharesChange vs previous 13F +6,112 shares
0.05% of the 13F portfolio, value $932,233.
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 1,688 sharesChange vs previous 13F -592 shares
0.01% of the 13F portfolio, value $201,000.
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 2,280 sharesChange vs previous 13F -1,204 shares
0.02% of the 13F portfolio, value $269,297.
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 3,484 sharesChange vs previous 13F -2,287 shares
0.03% of the 13F portfolio, value $402,522.
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 5,771 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $690,285.
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).