Position in MDB
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$6,853
-$271,602 QoQ
Shares Held
28
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Western Wealth Management, LLC holds $67,515,117 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
117,370 | $43,781,357 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,916 | $7,615,374 | |
| 3 | PANW |
Palo Alto Networks Inc
|
17,506 | $5,969,896 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
48,685 | $5,680,078 | |
| 5 | ORCL |
Oracle Corp
|
19,141 | $2,805,113 | |
| 6 | FFIV |
F5, Inc.
|
1,576 | $655,552 | |
| 7 | NET |
Cloudflare, Inc.
|
2,019 | $495,220 | |
| 8 | TWLO |
Twilio Inc
|
1,337 | $275,863 |
All Filings in MDB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,853 | 28 | Shares | Sole | 2026-05-19 | |
| 2024-06-30 | $278,455 | 1,114 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $440,768 | 1,229 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $906,153 | 2,620 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $413,044 | 1,005 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $504,005 | 2,162 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $406,277 | 2,064 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $866,912 | 4,366 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $293,235 | 1,130 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||