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Disclosery

Western Wealth Management, LLC: JEPQ position timeline

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

Western Wealth Management, LLC held 55,995 JEPQ 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 55,995 shares
    Change vs previous 13F +5,568 shares

    0.11% of the 13F portfolio, value $3,441,491.

    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 50,427 shares
    Change vs previous 13F +27,466 shares

    0.11% of the 13F portfolio, value $2,799,693.

    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 22,961 shares
    Change vs previous 13F +1,323 shares

    0.06% of the 13F portfolio, value $1,334,478.

    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 21,638 shares
    Change vs previous 13F +5,284 shares

    0.07% of the 13F portfolio, value $1,244,603.

    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 16,354 shares
    Change vs previous 13F -3,266 shares

    0.05% of the 13F portfolio, value $889,656.

    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 19,620 shares
    Change vs previous 13F -202 shares

    0.07% of the 13F portfolio, value $1,015,942.

    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 19,822 shares
    Change vs previous 13F -4,885 shares

    0.07% of the 13F portfolio, value $1,117,558.

    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 24,707 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,357,157.

    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).