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
- period ended2026-06-3013F 55,099 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 55,526 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 159,380 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 103,611 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 101,042 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).