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Western Wealth Management, LLC: IJR position timeline

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

Western Wealth Management, LLC held 55,348 IJR 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 55,348 shares
    Change vs previous 13F +9,023 shares

    0.27% of the 13F portfolio, value $8,208,565.

    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 46,325 shares
    Change vs previous 13F +17,178 shares

    0.22% of the 13F portfolio, value $5,758,592.

    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 29,147 shares
    Change vs previous 13F +5,620 shares

    0.16% of the 13F portfolio, value $3,502,926.

    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 23,527 shares
    Change vs previous 13F -23,754 shares

    0.15% of the 13F portfolio, value $2,795,755.

    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 47,281 shares
    Change vs previous 13F -1,072 shares

    0.31% of the 13F portfolio, value $5,167,344.

    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 48,353 shares
    Change vs previous 13F -2,170 shares

    0.34% of the 13F portfolio, value $5,056,269.

    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).

  7. period ended2024-12-31
    13F/A 50,523 shares
    Change vs previous 13F +4,530 shares

    0.38% of the 13F portfolio, value $5,821,267.

    13F-HR/A 0001767902-25-000004 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).

  8. period ended2024-09-30
    13F 45,993 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,379,362.

    13F-HR 0001085146-24-005487 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).