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Western Wealth Management, LLC: XLU position timeline

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

Western Wealth Management, LLC held 50,979 XLU 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 50,979 shares
    Change vs previous 13F -7,051 shares

    0.08% of the 13F portfolio, value $2,311,379.

    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 58,030 shares
    Change vs previous 13F +10,079 shares

    0.1% of the 13F portfolio, value $2,662,987.

    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 47,951 shares
    Change vs previous 13F +25,845 shares

    0.09% of the 13F portfolio, value $2,047,022.

    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 22,106 shares
    Change vs previous 13F +863 shares

    0.1% of the 13F portfolio, value $1,927,895.

    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 21,243 shares
    Change vs previous 13F +2,817 shares

    0.1% of the 13F portfolio, value $1,734,672.

    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 18,426 shares
    Change vs previous 13F +611 shares

    0.1% of the 13F portfolio, value $1,452,866.

    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 17,815 shares
    Change vs previous 13F -612 shares

    0.09% of the 13F portfolio, value $1,348,454.

    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 18,427 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,488,533.

    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).