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Disclosery

Western Wealth Management, LLC: SPDW position timeline

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

Western Wealth Management, LLC held 336,424 SPDW 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 336,424 shares
    Change vs previous 13F +41,123 shares

    0.55% of the 13F portfolio, value $16,952,420.

    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 295,301 shares
    Change vs previous 13F +94,945 shares

    0.51% of the 13F portfolio, value $13,480,472.

    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 200,356 shares
    Change vs previous 13F +37,067 shares

    0.41% of the 13F portfolio, value $8,897,806.

    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 163,289 shares
    Change vs previous 13F -876 shares

    0.37% of the 13F portfolio, value $6,987,122.

    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 164,165 shares
    Change vs previous 13F +12,314 shares

    0.4% of the 13F portfolio, value $6,647,032.

    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 151,851 shares
    Change vs previous 13F +7,298 shares

    0.37% of the 13F portfolio, value $5,528,900.

    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 144,553 shares
    Change vs previous 13F +9,749 shares

    0.32% of the 13F portfolio, value $4,933,589.

    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 134,804 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,063,230.

    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).