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Western Wealth Management, LLC: IQDG position timeline

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

Western Wealth Management, LLC held 44,567 IQDG 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 44,567 shares
    Change vs previous 13F +1,414 shares

    0.06% of the 13F portfolio, value $1,919,942.

    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 43,153 shares
    Change vs previous 13F -5,021 shares

    0.07% of the 13F portfolio, value $1,732,144.

    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 48,174 shares
    Change vs previous 13F +2,694 shares

    0.09% of the 13F portfolio, value $1,998,271.

    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 45,480 shares
    Change vs previous 13F +34,150 shares

    0.1% of the 13F portfolio, value $1,813,751.

    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 11,330 shares
    Change vs previous 13F +2,503 shares

    0.03% of the 13F portfolio, value $449,137.

    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 8,827 shares
    Change vs previous 13F -2,324 shares

    0.02% of the 13F portfolio, value $314,962.

    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 11,151 shares
    Change vs previous 13F +133 shares

    0.02% of the 13F portfolio, value $381,486.

    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 11,018 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $431,374.

    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).