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Disclosery

Western Wealth Management, LLC: IUSB position timeline

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

Western Wealth Management, LLC held 75,887 IUSB 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 75,887 shares
    Change vs previous 13F +3,710 shares

    0.11% of the 13F portfolio, value $3,502,183.

    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 72,177 shares
    Change vs previous 13F +8,122 shares

    0.13% of the 13F portfolio, value $3,333,860.

    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 64,055 shares
    Change vs previous 13F +2,347 shares

    0.14% of the 13F portfolio, value $2,981,107.

    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 61,708 shares
    Change vs previous 13F +198 shares

    0.15% of the 13F portfolio, value $2,882,364.

    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 61,510 shares
    Change vs previous 13F +706 shares

    0.17% of the 13F portfolio, value $2,843,619.

    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 60,804 shares
    Change vs previous 13F +8,036 shares

    0.19% of the 13F portfolio, value $2,801,855.

    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 52,768 shares
    Change vs previous 13F -10,904 shares

    0.16% of the 13F portfolio, value $2,385,134.

    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 63,672 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,000,246.

    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).