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Western Wealth Management, LLC: USFR position timeline

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

Western Wealth Management, LLC held 97,129 USFR 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 97,129 shares
    Change vs previous 13F +11,529 shares

    0.16% of the 13F portfolio, value $4,890,433.

    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 85,600 shares
    Change vs previous 13F -15,765 shares

    0.16% of the 13F portfolio, value $4,309,124.

    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 101,365 shares
    Change vs previous 13F +6,446 shares

    0.24% of the 13F portfolio, value $5,100,706.

    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 94,919 shares
    Change vs previous 13F -14,328 shares

    0.25% of the 13F portfolio, value $4,771,597.

    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 109,247 shares
    Change vs previous 13F -86,480 shares

    0.33% of the 13F portfolio, value $5,496,228.

    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 195,727 shares
    Change vs previous 13F +109,331 shares

    0.65% of the 13F portfolio, value $9,850,921.

    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 86,396 shares
    Change vs previous 13F +34,864 shares

    0.28% of the 13F portfolio, value $4,347,448.

    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 51,532 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,587,936.

    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).