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Western Wealth Management, LLC: RDVI position timeline

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

Western Wealth Management, LLC held 74,930 RDVI 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 74,930 shares
    Change vs previous 13F +3,350 shares

    0.07% of the 13F portfolio, value $2,202,957.

    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 71,580 shares
    Change vs previous 13F +12,616 shares

    0.07% of the 13F portfolio, value $1,828,875.

    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 58,964 shares
    Change vs previous 13F +14,560 shares

    0.07% of the 13F portfolio, value $1,547,223.

    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 44,404 shares
    Change vs previous 13F -469 shares

    0.06% of the 13F portfolio, value $1,147,848.

    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 44,873 shares
    Change vs previous 13F +166 shares

    0.07% of the 13F portfolio, value $1,108,825.

    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 44,707 shares
    Change vs previous 13F -2,004 shares

    0.07% of the 13F portfolio, value $1,060,441.

    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 46,711 shares
    Change vs previous 13F +5,817 shares

    0.07% of the 13F portfolio, value $1,132,277.

    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 40,894 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,007,635.

    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).