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Western Wealth Management, LLC: XLC position timeline

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

Western Wealth Management, LLC held 36,397 XLC 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 36,397 shares
    Change vs previous 13F -23,866 shares

    0.13% of the 13F portfolio, value $3,899,268.

    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 60,263 shares
    Change vs previous 13F +9,617 shares

    0.25% of the 13F portfolio, value $6,680,833.

    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 50,646 shares
    Change vs previous 13F -3,774 shares

    0.28% of the 13F portfolio, value $5,961,996.

    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 54,420 shares
    Change vs previous 13F +4,143 shares

    0.34% of the 13F portfolio, value $6,441,655.

    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 50,277 shares
    Change vs previous 13F +14,539 shares

    0.32% of the 13F portfolio, value $5,456,568.

    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 35,738 shares
    Change vs previous 13F +1,328 shares

    0.23% of the 13F portfolio, value $3,446,922.

    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 34,410 shares
    Change vs previous 13F -8,431 shares

    0.22% of the 13F portfolio, value $3,331,225.

    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 42,841 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,872,853.

    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).