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Disclosery

Western Wealth Management, LLC: PDI position timeline

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

Western Wealth Management, LLC held 81,936 PDI 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 81,936 shares
    Change vs previous 13F +3,595 shares

    0.04% of the 13F portfolio, value $1,368,338.

    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 78,341 shares
    Change vs previous 13F +14,127 shares

    0.05% of the 13F portfolio, value $1,340,414.

    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 64,214 shares
    Change vs previous 13F -5,131 shares

    0.05% of the 13F portfolio, value $1,137,226.

    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 69,345 shares
    Change vs previous 13F -3,543 shares

    0.07% of the 13F portfolio, value $1,373,022.

    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 72,888 shares
    Change vs previous 13F -1,370 shares

    0.08% of the 13F portfolio, value $1,382,692.

    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 74,258 shares
    Change vs previous 13F +2,042 shares

    0.1% of the 13F portfolio, value $1,470,318.

    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 72,216 shares
    Change vs previous 13F -16,484 shares

    0.09% of the 13F portfolio, value $1,324,448.

    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 88,700 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,797,948.

    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).