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Disclosery

Western Wealth Management, LLC: SWKS position timeline

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

Western Wealth Management, LLC held 22,823 SWKS 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 22,823 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $1,547,426.

    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 22,810 shares
    Change vs previous 13F +22,810 shares

    0.05% of the 13F portfolio, value $1,221,449.

    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 ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -13,695 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 13,695 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,352,739.

    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).