Skip to content
Disclosery

Western Wealth Management, LLC: SHV position timeline

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

Western Wealth Management, LLC held 19,408 SHV 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 19,408 shares
    Change vs previous 13F -4,684 shares

    0.07% of the 13F portfolio, value $2,141,670.

    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 24,092 shares
    Change vs previous 13F +19,421 shares

    0.1% of the 13F portfolio, value $2,659,624.

    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 4,671 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $514,481.

    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 4,004 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $442,353.

    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 3,954 shares
    Change vs previous 13F -778 shares

    0.03% of the 13F portfolio, value $436,629.

    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 4,732 shares
    Change vs previous 13F +1,029 shares

    0.03% of the 13F portfolio, value $522,654.

    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 3,703 shares
    Change vs previous 13F -1,681 shares

    0.03% of the 13F portfolio, value $407,698.

    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 5,384 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $595,593.

    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).