Western Wealth Management, LLC: SPXV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on SPXV, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 0 SPXV shares at 2026-03-31 per its 13F-HR/A filed 2026-06-18.
the latest 13F is the newest step
- period ended2026-03-3113F/A 0 sharesChange vs previous 13F -5,151 shares
13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 5,151 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $384,162.
13F-HR 0001767902-26-000002 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,151 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $377,921.
13F-HR 0001767902-25-000009 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,151 sharesChange vs previous 13F +183 shares
0.02% of the 13F portfolio, value $349,054.
13F-HR 0001908177-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,968 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $298,317.
13F-HR 0001767902-25-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).