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Disclosery

Western Wealth Management, LLC: SPDV position timeline

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

Western Wealth Management, LLC held 117,014 SPDV 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 117,014 shares
    Change vs previous 13F +28,556 shares

    0.15% of the 13F portfolio, value $4,509,504.

    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 88,458 shares
    Change vs previous 13F +7,579 shares

    0.13% of the 13F portfolio, value $3,293,186.

    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 80,879 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,802,472.

    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).