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Western Wealth Management, LLC: SPYV position timeline

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

Western Wealth Management, LLC held 388,134 SPYV 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 388,134 shares
    Change vs previous 13F -91,680 shares

    0.77% of the 13F portfolio, value $23,594,611.

    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 479,814 shares
    Change vs previous 13F +37,214 shares

    1.03% of the 13F portfolio, value $27,147,885.

    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 442,600 shares
    Change vs previous 13F +9,613 shares

    1.16% of the 13F portfolio, value $25,144,127.

    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 432,987 shares
    Change vs previous 13F +10,435 shares

    1.27% of the 13F portfolio, value $23,957,156.

    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 422,552 shares
    Change vs previous 13F -113,501 shares

    1.32% of the 13F portfolio, value $22,116,375.

    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 536,053 shares
    Change vs previous 13F +32,996 shares

    1.82% of the 13F portfolio, value $27,376,243.

    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 503,057 shares
    Change vs previous 13F +15,484 shares

    1.68% of the 13F portfolio, value $25,726,313.

    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 487,573 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $25,773,107.

    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).