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Western Wealth Management, LLC: SPIB position timeline

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

Western Wealth Management, LLC held 216,066 SPIB 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 216,066 shares
    Change vs previous 13F +26,632 shares

    0.24% of the 13F portfolio, value $7,229,558.

    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 189,434 shares
    Change vs previous 13F +37,273 shares

    0.24% of the 13F portfolio, value $6,353,604.

    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 152,161 shares
    Change vs previous 13F +13,521 shares

    0.24% of the 13F portfolio, value $5,144,565.

    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 138,640 shares
    Change vs previous 13F +27,698 shares

    0.25% of the 13F portfolio, value $4,698,524.

    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 110,942 shares
    Change vs previous 13F -15,149 shares

    0.22% of the 13F portfolio, value $3,725,432.

    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 126,091 shares
    Change vs previous 13F +7,506 shares

    0.28% of the 13F portfolio, value $4,191,243.

    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 118,585 shares
    Change vs previous 13F +19,538 shares

    0.25% of the 13F portfolio, value $3,884,861.

    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 99,047 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,338,884.

    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).