Skip to content
Disclosery

Western Wealth Management, LLC: SDVY position timeline

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

Western Wealth Management, LLC held 837,131 SDVY 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 837,131 shares
    Change vs previous 13F -12,047 shares

    1.18% of the 13F portfolio, value $36,113,804.

    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 849,178 shares
    Change vs previous 13F +92,762 shares

    1.28% of the 13F portfolio, value $33,483,080.

    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 756,416 shares
    Change vs previous 13F +104,529 shares

    1.34% of the 13F portfolio, value $28,985,859.

    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 651,887 shares
    Change vs previous 13F +52,810 shares

    1.31% of the 13F portfolio, value $24,784,437.

    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 599,077 shares
    Change vs previous 13F -46,636 shares

    1.26% of the 13F portfolio, value $21,135,406.

    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 645,713 shares
    Change vs previous 13F +40,483 shares

    1.43% of the 13F portfolio, value $21,631,508.

    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 605,230 shares
    Change vs previous 13F +75,097 shares

    1.42% of the 13F portfolio, value $21,697,516.

    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 530,133 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $19,286,231.

    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).