Western Wealth Management, LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on UPS, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 8,308 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,308 sharesChange vs previous 13F -1,891 shares
0.03% of the 13F portfolio, value $893,106.
13F-HR 0001767902-26-000006 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).
- period ended2026-03-3113F/A 10,199 sharesChange vs previous 13F -10 shares
0.04% of the 13F portfolio, value $1,003,351.
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).
- period ended2025-12-3113F 10,209 sharesChange vs previous 13F -139 shares
0.05% of the 13F portfolio, value $1,012,583.
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 10,348 sharesChange vs previous 13F -253 shares
0.05% of the 13F portfolio, value $864,337.
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 10,601 sharesChange vs previous 13F +1,786 shares
0.06% of the 13F portfolio, value $1,070,078.
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 8,815 sharesChange vs previous 13F -357 shares
0.06% of the 13F portfolio, value $969,521.
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).
- period ended2024-12-3113F/A 9,172 sharesChange vs previous 13F +379 shares
0.08% of the 13F portfolio, value $1,156,590.
13F-HR/A 0001767902-25-000004 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 ended2024-09-3013F 8,793 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,198,817.
13F-HR 0001085146-24-005487 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).