Western Wealth Management, LLC: IWP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on IWP, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 13,882 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 13,882 sharesChange vs previous 13F -890 shares
0.07% of the 13F portfolio, value $2,032,438.
13F-HR 0001767902-26-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 14,772 sharesChange vs previous 13F -10,677 shares
0.07% of the 13F portfolio, value $1,892,550.
13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,449 sharesChange vs previous 13F +11,677 shares
0.16% of the 13F portfolio, value $3,484,987.
13F-HR 0001767902-26-000002 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,772 sharesChange vs previous 13F -231 shares
0.1% of the 13F portfolio, value $1,961,328.
13F-HR 0001767902-25-000009 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,003 sharesChange vs previous 13F +3 shares
0.12% of the 13F portfolio, value $1,941,904.
13F-HR 0001908177-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,000 sharesChange vs previous 13F -447 shares
0.11% of the 13F portfolio, value $1,644,819.
13F-HR 0001767902-25-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 14,447 sharesChange vs previous 13F -665 shares
0.12% of the 13F portfolio, value $1,831,215.
13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,112 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,772,449.
13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).