Skip to content
Disclosery

Western Wealth Management, LLC: XLF position timeline

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

Western Wealth Management, LLC held 174,997 XLF 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 174,997 shares
    Change vs previous 13F +7,726 shares

    0.31% of the 13F portfolio, value $9,381,560.

    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 167,271 shares
    Change vs previous 13F +27,014 shares

    0.31% of the 13F portfolio, value $8,258,185.

    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 140,257 shares
    Change vs previous 13F +2,486 shares

    0.35% of the 13F portfolio, value $7,681,886.

    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 137,771 shares
    Change vs previous 13F -1,374 shares

    0.39% of the 13F portfolio, value $7,421,757.

    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 139,145 shares
    Change vs previous 13F +1,999 shares

    0.43% of the 13F portfolio, value $7,287,029.

    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 137,146 shares
    Change vs previous 13F +13,619 shares

    0.45% of the 13F portfolio, value $6,831,247.

    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 123,527 shares
    Change vs previous 13F -15,000 shares

    0.39% of the 13F portfolio, value $5,970,076.

    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 138,527 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,278,009.

    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).