Position in IFN
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,320
-$202,556 QoQ
Shares Held
205
-98.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,463 | $5,253,002 | |
| 2 | BX |
Blackstone Inc.
|
26,414 | $3,108,134 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
161,762 | $3,052,448 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
143,212 | $1,863,188 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,814 | $1,492,022 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
81,936 | $1,368,330 | |
| 7 | ARCC |
Ares Capital Corp
|
73,575 | $1,363,344 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,531 | $966,535 |
All Filings in IFN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,320 | 205 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $204,876 | 13,008 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $328,285 | 17,260 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279,669 | 15,659 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $323,610 | 15,809 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $215,072 | 11,759 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||