Position in DEFT
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$85,543
-$37,665 QoQ
Shares Held
154,690
-5.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $6,166,271 across 25 Capital Markets names. DEFT ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,718 | $2,299,400 | |
| 2 | MS |
Morgan Stanley
|
9,263 | $1,524,411 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,710 | $724,585 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
8,667 | $357,686 | |
| 5 | IREN |
IREN Ltd
|
8,962 | $307,217 | |
| 6 | MARA |
MARA Holdings, Inc.
|
27,140 | $221,462 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
503 | $151,317 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
6,844 | $126,271 |
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,543 | 154,690 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $123,208 | 163,190 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $278,920 | 132,190 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $417,788 | 142,590 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||