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Western Wealth Management, LLC: SCHX position timeline

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

Western Wealth Management, LLC held 238,728 SCHX 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 238,728 shares
    Change vs previous 13F -10,312 shares

    0.23% of the 13F portfolio, value $7,025,770.

    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 249,040 shares
    Change vs previous 13F +126,095 shares

    0.24% of the 13F portfolio, value $6,385,382.

    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 122,945 shares
    Change vs previous 13F +5,831 shares

    0.15% of the 13F portfolio, value $3,308,460.

    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 117,114 shares
    Change vs previous 13F -4,999 shares

    0.16% of the 13F portfolio, value $3,084,785.

    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 122,113 shares
    Change vs previous 13F +264 shares

    0.18% of the 13F portfolio, value $2,984,425.

    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 121,849 shares
    Change vs previous 13F -3,780 shares

    0.18% of the 13F portfolio, value $2,690,428.

    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 125,629 shares
    Change vs previous 13F +40,265 shares

    0.19% of the 13F portfolio, value $2,912,086.

    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 85,364 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,791,946.

    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).