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Western Wealth Management, LLC: XLG position timeline

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

Western Wealth Management, LLC held 55,099 XLG 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 55,099 shares
    Change vs previous 13F -427 shares

    0.11% of the 13F portfolio, value $3,373,699.

    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 55,526 shares
    Change vs previous 13F -103,854 shares

    0.12% of the 13F portfolio, value $3,028,941.

    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 159,380 shares
    Change vs previous 13F +55,769 shares

    0.44% of the 13F portfolio, value $9,448,031.

    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 103,611 shares
    Change vs previous 13F +2,569 shares

    0.32% of the 13F portfolio, value $5,959,729.

    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 101,042 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,264,298.

    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).