Western Wealth Management, LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on XEL, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 18,302 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 18,302 sharesChange vs previous 13F -544 shares
0.05% of the 13F portfolio, value $1,469,632.
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 18,846 sharesChange vs previous 13F -642 shares
0.06% of the 13F portfolio, value $1,497,098.
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 19,488 sharesChange vs previous 13F +5,658 shares
0.07% of the 13F portfolio, value $1,439,364.
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 13,830 sharesChange vs previous 13F -15 shares
0.06% of the 13F portfolio, value $1,115,394.
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 13,845 sharesChange vs previous 13F -326 shares
0.06% of the 13F portfolio, value $942,811.
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 14,171 sharesChange vs previous 13F -725 shares
0.07% of the 13F portfolio, value $1,003,182.
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 14,896 sharesChange vs previous 13F -442 shares
0.07% of the 13F portfolio, value $1,005,812.
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 15,338 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,001,541.
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).