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Western Wealth Management, LLC: IVV position timeline

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

Western Wealth Management, LLC held 42,201 IVV 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 42,201 shares
    Change vs previous 13F -2,675 shares

    1.03% of the 13F portfolio, value $31,603,693.

    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 44,876 shares
    Change vs previous 13F +11,755 shares

    1.12% of the 13F portfolio, value $29,313,220.

    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 33,121 shares
    Change vs previous 13F -700 shares

    1.05% of the 13F portfolio, value $22,685,697.

    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 33,821 shares
    Change vs previous 13F -15 shares

    1.2% of the 13F portfolio, value $22,636,548.

    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 33,836 shares
    Change vs previous 13F +10 shares

    1.25% of the 13F portfolio, value $21,008,918.

    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 33,826 shares
    Change vs previous 13F -693 shares

    1.26% of the 13F portfolio, value $19,007,072.

    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 34,519 shares
    Change vs previous 13F -1,159 shares

    1.33% of the 13F portfolio, value $20,320,788.

    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 35,678 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $20,579,541.

    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).