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Western Wealth Management, LLC: SPTM position timeline

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

Western Wealth Management, LLC held 227,132 SPTM 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 227,132 shares
    Change vs previous 13F +99,190 shares

    0.67% of the 13F portfolio, value $20,621,368.

    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 127,942 shares
    Change vs previous 13F +17,485 shares

    0.39% of the 13F portfolio, value $10,115,156.

    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 110,457 shares
    Change vs previous 13F -27,010 shares

    0.42% of the 13F portfolio, value $9,112,775.

    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 137,467 shares
    Change vs previous 13F +11,434 shares

    0.59% of the 13F portfolio, value $11,086,694.

    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 126,033 shares
    Change vs previous 13F +4,066 shares

    0.56% of the 13F portfolio, value $9,438,580.

    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 121,967 shares
    Change vs previous 13F +8,384 shares

    0.55% of the 13F portfolio, value $8,294,980.

    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 113,583 shares
    Change vs previous 13F -2,021 shares

    0.53% of the 13F portfolio, value $8,113,241.

    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 115,604 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $8,099,250.

    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).