Western Wealth Management, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on WM, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 7,855 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,855 sharesChange vs previous 13F +404 shares
0.06% of the 13F portfolio, value $1,750,676.
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 7,451 sharesChange vs previous 13F -16 shares
0.07% of the 13F portfolio, value $1,712,064.
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 7,467 sharesChange vs previous 13F -62 shares
0.08% of the 13F portfolio, value $1,640,539.
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 7,529 sharesChange vs previous 13F +53 shares
0.09% of the 13F portfolio, value $1,662,529.
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 7,476 sharesChange vs previous 13F +74 shares
0.1% of the 13F portfolio, value $1,710,666.
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 7,402 sharesChange vs previous 13F +511 shares
0.11% of the 13F portfolio, value $1,713,746.
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 6,891 sharesChange vs previous 13F -3 shares
0.09% of the 13F portfolio, value $1,390,504.
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 6,894 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,431,226.
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).