Skip to content
Disclosery

Western Wealth Management, LLC: ITOT position timeline

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

Western Wealth Management, LLC held 63,776 ITOT 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 63,776 shares
    Change vs previous 13F +14,525 shares

    0.34% of the 13F portfolio, value $10,476,541.

    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 49,251 shares
    Change vs previous 13F +13,110 shares

    0.27% of the 13F portfolio, value $7,014,776.

    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 36,141 shares
    Change vs previous 13F +77 shares

    0.25% of the 13F portfolio, value $5,373,792.

    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 36,064 shares
    Change vs previous 13F -7 shares

    0.28% of the 13F portfolio, value $5,252,662.

    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 36,071 shares
    Change vs previous 13F +1,442 shares

    0.29% of the 13F portfolio, value $4,870,981.

    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 34,629 shares
    Change vs previous 13F -296 shares

    0.28% of the 13F portfolio, value $4,225,088.

    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 34,925 shares
    Change vs previous 13F -283 shares

    0.29% of the 13F portfolio, value $4,492,030.

    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 35,208 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,422,827.

    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).