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Western Wealth Management, LLC: XLK position timeline

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

Western Wealth Management, LLC held 120,700 XLK 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 120,700 shares
    Change vs previous 13F +6,843 shares

    0.75% of the 13F portfolio, value $22,995,593.

    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 113,857 shares
    Change vs previous 13F +15,926 shares

    0.58% of the 13F portfolio, value $15,131,705.

    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 97,931 shares
    Change vs previous 13F +50,902 shares

    0.65% of the 13F portfolio, value $14,099,049.

    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 47,029 shares
    Change vs previous 13F -6,496 shares

    0.7% of the 13F portfolio, value $13,255,513.

    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 53,525 shares
    Change vs previous 13F -1,604 shares

    0.81% of the 13F portfolio, value $13,554,080.

    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 55,129 shares
    Change vs previous 13F +1,895 shares

    0.75% of the 13F portfolio, value $11,382,926.

    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 53,234 shares
    Change vs previous 13F -5,628 shares

    0.81% of the 13F portfolio, value $12,377,832.

    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 58,862 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $13,288,647.

    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).