Western Wealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1767902
GOLDEN, CO
Position in IBKR
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$3,353
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $6,729,633 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,764 | $2,795,426 | |
| 2 | MS |
Morgan Stanley
|
9,099 | $1,902,054 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,868 | $725,980 | |
| 4 | IREN |
IREN Ltd
|
9,402 | $429,953 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
8,579 | $428,778 | |
| 6 | MARA |
MARA Holdings, Inc.
|
26,489 | $367,932 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
154,690 | $79,510 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,353 | 50 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||