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Western Wealth Management, LLC: VYM position timeline

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

Western Wealth Management, LLC held 66,833 VYM 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 66,833 shares
    Change vs previous 13F +7,858 shares

    0.35% of the 13F portfolio, value $10,561,530.

    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 58,975 shares
    Change vs previous 13F +20,531 shares

    0.33% of the 13F portfolio, value $8,734,196.

    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 38,444 shares
    Change vs previous 13F +10,417 shares

    0.25% of the 13F portfolio, value $5,517,538.

    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 28,027 shares
    Change vs previous 13F +1,107 shares

    0.21% of the 13F portfolio, value $3,950,368.

    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 26,920 shares
    Change vs previous 13F +2,100 shares

    0.21% of the 13F portfolio, value $3,588,740.

    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 24,820 shares
    Change vs previous 13F +723 shares

    0.21% of the 13F portfolio, value $3,200,761.

    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 24,097 shares
    Change vs previous 13F +3,282 shares

    0.2% of the 13F portfolio, value $3,074,509.

    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 20,815 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,668,526.

    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).