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Disclosery

Western Wealth Management, LLC: IVW position timeline

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

Western Wealth Management, LLC held 233,092 IVW 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 233,092 shares
    Change vs previous 13F -2,269 shares

    1.05% of the 13F portfolio, value $32,057,070.

    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 235,361 shares
    Change vs previous 13F +18,491 shares

    1.01% of the 13F portfolio, value $26,621,746.

    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 216,870 shares
    Change vs previous 13F -2,779 shares

    1.23% of the 13F portfolio, value $26,731,418.

    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 219,649 shares
    Change vs previous 13F -2,059 shares

    1.4% of the 13F portfolio, value $26,516,022.

    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 221,708 shares
    Change vs previous 13F -2,914 shares

    1.45% of the 13F portfolio, value $24,410,016.

    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 224,622 shares
    Change vs previous 13F +1,690 shares

    1.38% of the 13F portfolio, value $20,851,668.

    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 222,932 shares
    Change vs previous 13F -21,615 shares

    1.48% of the 13F portfolio, value $22,634,275.

    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 244,547 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $23,415,461.

    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).